MWC
WBA
MBM Wealth Consultants’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,378
| Closed | -$254K | – | 111 |
|
|
2023
Q2 | $254K | Sell |
8,378
-640
| -7% | -$19.4K | 0.11% | 84 |
|
|
2023
Q1 | $364K | Hold |
9,018
| – | – | 0.15% | 64 |
|
|
2022
Q4 | $335K | Buy |
9,018
+1,693
| +23% | +$62.9K | 0.16% | 67 |
|
|
2022
Q3 | $238K | Sell |
7,325
-693
| -9% | -$22.5K | 0.11% | 75 |
|
|
2022
Q2 | $304K | Sell |
8,018
-973
| -11% | -$36.9K | 0.15% | 70 |
|
|
2022
Q1 | $403K | Sell |
8,991
-6,503
| -42% | -$291K | 0.17% | 69 |
|
|
2021
Q4 | $808K | Sell |
15,494
-12,096
| -44% | -$631K | 0.34% | 41 |
|
|
2021
Q3 | $1.3M | Buy |
27,590
+1,026
| +4% | +$48.3K | 0.59% | 30 |
|
|
2021
Q2 | $1.4M | Sell |
26,564
-2,242
| -8% | -$118K | 0.66% | 27 |
|
|
2021
Q1 | $1.58M | Buy |
28,806
+291
| +1% | +$16K | 0.8% | 25 |
|
|
2020
Q4 | $1.14M | Buy |
28,515
+28,384
| +21,667% | +$1.13M | 0.62% | 30 |
|
|
2020
Q3 | $5K | Hold |
131
| – | – | ﹤0.01% | 193 |
|
|
2020
Q2 | $6K | Hold |
131
| – | – | ﹤0.01% | 185 |
|
|
2020
Q1 | $6K | Hold |
131
| – | – | 0.01% | 170 |
|
|
2019
Q4 | $8K | Hold |
131
| – | – | 0.01% | 180 |
|
|
2019
Q3 | $7K | Hold |
131
| – | – | 0.01% | 178 |
|
|
2019
Q2 | $7K | Hold |
131
| – | – | 0.01% | 181 |
|
|
2019
Q1 | $8K | Hold |
131
| – | – | 0.01% | 177 |
|
|
2018
Q4 | $9K | Buy |
+131
| New | +$9K | 0.01% | 184 |
|