MWAC
WBA
Mariner Wealth Advisors (Cincinnati)’s Walgreens Boots Alliance WBA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | $1.24M | Sell |
17,062
-859
| -5% | -$62.6K | 0.07% | 127 |
|
2018
Q2 | $1.08M | Sell |
17,921
-590
| -3% | -$35.4K | 0.06% | 130 |
|
2018
Q1 | $1.21M | Sell |
18,511
-1,485
| -7% | -$97.2K | 0.07% | 116 |
|
2017
Q4 | $1.45M | Sell |
19,996
-6,881
| -26% | -$500K | 0.09% | 108 |
|
2017
Q3 | $2.08M | Sell |
26,877
-575
| -2% | -$44.4K | 0.13% | 94 |
|
2017
Q2 | $2.15M | Sell |
27,452
-2,228
| -8% | -$174K | 0.15% | 90 |
|
2017
Q1 | $2.47M | Sell |
29,680
-2,206
| -7% | -$183K | 0.18% | 89 |
|
2016
Q4 | $2.64M | Sell |
31,886
-3,020
| -9% | -$250K | 0.21% | 85 |
|
2016
Q3 | $2.81M | Sell |
34,906
-282
| -0.8% | -$22.7K | 0.24% | 82 |
|
2016
Q2 | $2.93M | Sell |
35,188
-1,255
| -3% | -$105K | 0.26% | 78 |
|
2016
Q1 | $3.07M | Sell |
36,443
-2,485
| -6% | -$209K | 0.3% | 70 |
|
2015
Q4 | $3.32M | Buy |
+38,928
| New | +$3.32M | 0.32% | 66 |
|
2015
Q1 | $3.34M | Sell |
39,484
-250
| -0.6% | -$21.2K | 0.47% | 46 |
|
2014
Q4 | $3.03M | Sell |
39,734
-62
| -0.2% | -$4.73K | 0.44% | 46 |
|
2014
Q3 | $2.36M | Sell |
39,796
-24,940
| -39% | -$1.48M | 0.38% | 49 |
|
2014
Q2 | $4.8M | Sell |
64,736
-1,917
| -3% | -$142K | 0.76% | 43 |
|
2014
Q1 | $4.4M | Buy |
66,653
+123
| +0.2% | +$8.12K | 0.71% | 45 |
|
2013
Q4 | $3.82M | Buy |
66,530
+293
| +0.4% | +$16.8K | 0.63% | 46 |
|
2013
Q3 | $3.56M | Buy |
66,237
+2,018
| +3% | +$109K | 0.66% | 45 |
|
2013
Q2 | $2.84M | Buy |
+64,219
| New | +$2.84M | 0.56% | 48 |
|