Lee, Danner & Bass’s Walgreens Boots Alliance WBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,476
| Closed | -$23.1K | – | 705 |
|
|
2024
Q4 | $23.1K | Buy |
+2,476
| New | +$23.1K | ﹤0.01% | 442 |
|
|
2021
Q3 | – | Sell |
-4,585
| Closed | -$241K | – | 206 |
|
|
2021
Q2 | $241K | Buy |
+4,585
| New | +$241K | 0.02% | 186 |
|
|
2020
Q2 | – | Sell |
-5,126
| Closed | -$235K | – | 185 |
|
|
2020
Q1 | $235K | Sell |
5,126
-2,675
| -34% | -$123K | 0.03% | 156 |
|
|
2019
Q4 | $460K | Hold |
7,801
| – | – | 0.05% | 145 |
|
|
2019
Q3 | $431K | Hold |
7,801
| – | – | 0.05% | 148 |
|
|
2019
Q2 | $426K | Sell |
7,801
-800
| -9% | -$43.7K | 0.05% | 145 |
|
|
2019
Q1 | $544K | Buy |
8,601
+950
| +12% | +$60.1K | 0.06% | 139 |
|
|
2018
Q4 | $523K | Hold |
7,651
| – | – | 0.06% | 138 |
|
|
2018
Q3 | $558K | Buy |
7,651
+4,075
| +114% | +$297K | 0.06% | 137 |
|
|
2018
Q2 | $215K | Buy |
3,576
+475
| +15% | +$28.6K | 0.02% | 165 |
|
|
2018
Q1 | $203K | Sell |
3,101
-200
| -6% | -$13.1K | 0.02% | 171 |
|
|
2017
Q4 | $240K | Sell |
3,301
-850
| -20% | -$61.8K | 0.02% | 169 |
|
|
2017
Q3 | $321K | Buy |
4,151
+314
| +8% | +$24.3K | 0.03% | 148 |
|
|
2017
Q2 | $300K | Buy |
+3,837
| New | +$300K | 0.03% | 150 |
|