KWA
WBA
Kingswood Wealth Advisors’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121K | Sell |
10,532
-27,288
| -72% | -$313K | 0.01% | 729 |
|
|
2025
Q1 | $422K | Buy |
37,820
+18,143
| +92% | +$203K | 0.04% | 439 |
|
|
2024
Q4 | $184K | Buy |
+19,677
| New | +$184K | 0.01% | 744 |
|
|
2024
Q2 | – | Sell |
-17,925
| Closed | -$389K | – | 714 |
|
|
2024
Q1 | $389K | Sell |
17,925
-8,280
| -32% | -$180K | 0.04% | 413 |
|
|
2023
Q4 | $684K | Buy |
26,205
+1,484
| +6% | +$38.7K | 0.08% | 278 |
|
|
2023
Q3 | $550K | Buy |
+24,721
| New | +$550K | 0.09% | 229 |
|