Keudell/Morrison Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,929
| Closed | -$107K | – | 237 |
|
|
2024
Q3 | $107K | Buy |
+11,929
| New | +$107K | 0.03% | 216 |
|
|
2023
Q3 | – | Sell |
-11,121
| Closed | -$317K | – | 187 |
|
|
2023
Q2 | $317K | Buy |
11,121
+978
| +10% | +$27.9K | 0.09% | 144 |
|
|
2023
Q1 | $351K | Sell |
10,143
-198
| -2% | -$6.85K | 0.1% | 126 |
|
|
2022
Q4 | $386K | Sell |
10,341
-1,548
| -13% | -$57.8K | 0.12% | 111 |
|
|
2022
Q3 | $373K | Buy |
11,889
+846
| +8% | +$26.5K | 0.14% | 112 |
|
|
2022
Q2 | $419K | Buy |
11,043
+1,929
| +21% | +$73.2K | 0.15% | 105 |
|
|
2022
Q1 | $408K | Buy |
+9,114
| New | +$408K | 0.17% | 117 |
|