MWM
WBA
Meridian Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,485
| Closed | -$213K | – | 561 |
|
|
2023
Q2 | $213K | Buy |
7,485
+305
| +4% | +$8.69K | 0.02% | 506 |
|
|
2023
Q1 | $248K | Buy |
+7,180
| New | +$248K | 0.02% | 467 |
|
|
2020
Q2 | – | Sell |
-15,238
| Closed | -$697K | – | 248 |
|
|
2020
Q1 | $697K | Buy |
+15,238
| New | +$697K | 0.31% | 70 |
|
|
2017
Q2 | – | Sell |
-3,550
| Closed | -$295K | – | 185 |
|
|
2017
Q1 | $295K | Buy |
3,550
+50
| +1% | +$4.16K | 0.18% | 126 |
|
|
2016
Q4 | $288K | Buy |
+3,500
| New | +$288K | 0.23% | 91 |
|