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MWM
WBA
Mission Wealth Management’s
Walgreens Boots Alliance
WBA
Stock Holding History
Mission Wealth Management’s Portfolio
WBA Stock Details
WBA Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
–
Sell
-8,704
Closed
-$325K
–
562
2022
Q4
$325K
Buy
+8,704
New
+$327K
0.02%
407
2022
Q3
–
Sell
-5,717
Closed
-$217K
–
539
2022
Q2
$217K
Sell
5,717
-242
-4%
-$10.4K
0.01%
465
2022
Q1
$267K
Sell
5,959
-23
-0.4%
-$1.13K
0.01%
448
2021
Q4
$312K
Buy
5,982
+59
+1%
+$2.86K
0.01%
425
2021
Q3
$279K
Sell
5,923
-40
-0.7%
-$1.93K
0.01%
429
2021
Q2
$314K
Sell
5,963
-341
-5%
-$18.3K
0.02%
383
2021
Q1
$346K
Sell
6,304
-1,091
-15%
-$53.9K
0.02%
333
2020
Q4
$295K
Buy
7,395
+137
+2%
+$5.31K
0.02%
339
2020
Q3
$261K
Sell
7,258
-1,400
-16%
-$54.7K
0.02%
300
2020
Q2
$367K
Sell
8,658
-72
-0.8%
-$3.06K
0.03%
220
2020
Q1
$399K
Sell
8,730
-2,245
-20%
-$114K
0.04%
179
2019
Q4
$647K
Buy
10,975
+147
+1%
+$8.47K
0.06%
152
2019
Q3
$599K
Buy
+10,828
New
+$580K
0.06%
152
2019
Q2
–
Sell
-3,536
Closed
-$224K
–
338
2019
Q1
$224K
Buy
3,536
+412
+13%
+$28.1K
0.03%
288
2018
Q4
$213K
Buy
3,124
+175
+6%
+$13.6K
0.03%
251
2018
Q3
$215K
Buy
+2,949
New
+$200K
0.03%
264
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1-Year Est. Return
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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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