MWPCG
WBA
Measured Wealth Private Client Group’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-13,530
| Closed | -$513K | – | 186 |
|
|
2022
Q2 | $513K | Buy |
13,530
+3,307
| +32% | +$125K | 0.23% | 65 |
|
|
2022
Q1 | $458K | Buy |
10,223
+195
| +2% | +$8.74K | 0.17% | 76 |
|
|
2021
Q4 | $523K | Sell |
10,028
-1,042
| -9% | -$54.3K | 0.18% | 70 |
|
|
2021
Q3 | $521K | Buy |
11,070
+2,505
| +29% | +$118K | 0.2% | 69 |
|
|
2021
Q2 | $451K | Sell |
8,565
-28,543
| -77% | -$1.5M | 0.14% | 88 |
|
|
2021
Q1 | $2.04M | Buy |
37,108
+3,722
| +11% | +$204K | 0.72% | 25 |
|
|
2020
Q4 | $1.33M | Buy |
33,386
+7,871
| +31% | +$314K | 0.55% | 34 |
|
|
2020
Q3 | $916K | Buy |
+25,515
| New | +$916K | 0.44% | 40 |
|
|
2019
Q2 | – | Sell |
-6,110
| Closed | -$387K | – | 222 |
|
|
2019
Q1 | $387K | Buy |
6,110
+3,070
| +101% | +$194K | 0.24% | 91 |
|
|
2018
Q4 | $207K | Sell |
3,040
-3,210
| -51% | -$219K | 0.19% | 95 |
|
|
2018
Q3 | $454K | Buy |
6,250
+40
| +0.6% | +$2.91K | 0.27% | 57 |
|
|
2018
Q2 | $372K | Buy |
+6,210
| New | +$372K | 0.3% | 68 |
|