KA
WBA
Klingman & Associates’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,482
| Closed | -$280K | – | 209 |
|
|
2022
Q4 | $280K | Buy |
7,482
+25
| +0.3% | +$934 | 0.02% | 163 |
|
|
2022
Q3 | $234K | Sell |
7,457
-75
| -1% | -$2.35K | 0.02% | 167 |
|
|
2022
Q2 | $285K | Sell |
7,532
-244
| -3% | -$9.23K | 0.03% | 152 |
|
|
2022
Q1 | $348K | Buy |
+7,776
| New | +$348K | 0.03% | 148 |
|