KIG
WBA
Kessler Investment Group’s Walgreens Boots Alliance WBA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-82,891
| Closed | -$743K | – | 193 |
|
2024
Q3 | $743K | Buy |
82,891
+1,444
| +2% | +$12.9K | 0.38% | 45 |
|
2024
Q2 | $985K | Sell |
81,447
-5,918
| -7% | -$71.6K | 0.53% | 43 |
|
2024
Q1 | $1.89M | Buy |
87,365
+27,863
| +47% | +$604K | 1.18% | 26 |
|
2023
Q4 | $1.55M | Buy |
59,502
+29,966
| +101% | +$782K | 0.95% | 24 |
|
2023
Q3 | $657K | Buy |
29,536
+1,990
| +7% | +$44.3K | 0.55% | 37 |
|
2023
Q2 | $785K | Sell |
27,546
-2,765
| -9% | -$78.8K | 0.55% | 35 |
|
2023
Q1 | $1.05M | Buy |
+30,311
| New | +$1.05M | 0.71% | 35 |
|