Laidlaw Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-13,567
| Closed | -$294K | – | 187 |
|
2024
Q1 | $294K | Buy |
+13,567
| New | +$294K | 0.16% | 141 |
|
2023
Q2 | – | Sell |
-5,990
| Closed | -$207K | – | 376 |
|
2023
Q1 | $207K | Buy |
5,990
+408
| +7% | +$14.1K | 0.04% | 330 |
|
2022
Q4 | $209K | Buy |
+5,582
| New | +$209K | 0.04% | 329 |
|
2022
Q3 | – | Sell |
-5,476
| Closed | -$208K | – | 378 |
|
2022
Q2 | $208K | Buy |
5,476
+470
| +9% | +$17.9K | 0.04% | 337 |
|
2022
Q1 | $224K | Buy |
5,006
+611
| +14% | +$27.3K | 0.04% | 351 |
|
2021
Q4 | $229K | Buy |
+4,395
| New | +$229K | 0.04% | 362 |
|