MWM
WBA
MinichMacGregor Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-610
| Closed | -$22.8K | – | 651 |
|
|
2022
Q4 | $22.8K | Buy |
+610
| New | +$22.8K | 0.01% | 293 |
|
|
2020
Q2 | – | Sell |
-39,493
| Closed | -$1.72M | – | 119 |
|
|
2020
Q1 | $1.72M | Buy |
+39,493
| New | +$1.72M | 1.54% | 9 |
|
|
2019
Q1 | – | Sell |
-3,150
| Closed | -$243K | – | 115 |
|
|
2018
Q4 | $243K | Buy |
3,150
+2,590
| +463% | +$200K | 0.17% | 85 |
|
|
2018
Q3 | $40K | Hold |
560
| – | – | 0.03% | 138 |
|
|
2018
Q2 | $34K | Sell |
560
-27
| -5% | -$1.64K | 0.02% | 146 |
|
|
2018
Q1 | $38K | Buy |
587
+27
| +5% | +$1.75K | 0.03% | 133 |
|
|
2017
Q4 | $40K | Hold |
560
| – | – | 0.03% | 126 |
|
|
2017
Q3 | $43K | Hold |
560
| – | – | 0.04% | 115 |
|
|
2017
Q2 | $43K | Hold |
560
| – | – | 0.04% | 108 |
|
|
2017
Q1 | $46K | Hold |
560
| – | – | 0.04% | 108 |
|
|
2016
Q4 | $46K | Hold |
560
| – | – | 0.04% | 112 |
|
|
2016
Q3 | $45K | Hold |
560
| – | – | 0.04% | 122 |
|
|
2016
Q2 | $46K | Hold |
560
| – | – | 0.04% | 112 |
|
|
2016
Q1 | $47K | Hold |
560
| – | – | 0.05% | 110 |
|
|
2015
Q4 | $48K | Buy |
+560
| New | +$48K | 0.04% | 107 |
|