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MWM
WBA
MinichMacGregor Wealth Management’s
Walgreens Boots Alliance
WBA
Stock Holding History
MinichMacGregor Wealth Management’s Portfolio
WBA Stock Details
WBA Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
–
Sell
-610
Closed
-$22.8K
–
651
2022
Q4
$22.8K
Buy
+610
New
+$22.9K
0.01%
293
2020
Q2
–
Sell
-39,493
Closed
-$1.72M
–
119
2020
Q1
$1.72M
Buy
+39,493
New
+$2M
1.54%
9
2019
Q1
–
Sell
-3,150
Closed
-$243K
–
115
2018
Q4
$243K
Buy
3,150
+2,590
+463%
+$201K
0.17%
85
2018
Q3
$40K
Hold
560
–
–
0.03%
138
2018
Q2
$34K
Sell
560
-27
-5%
-$1.74K
0.02%
146
2018
Q1
$38K
Buy
587
+27
+5%
+$1.93K
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
+$47.6K
0.04%
107
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1-Year Est. Return
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1-Year Est. Return
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$61.5B AUM
30.7%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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