Moisand Fitzgerald Tamayo’s Walgreens Boots Alliance WBA Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio WBA Stock Details WBA Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$18.6K	Hold	1,621	–	–	﹤0.01%	284
2025 Q1	$18.1K	Sell	1,621 -733	-31%	-$8.19K	﹤0.01%	280
2024 Q4	$22K	Hold	2,354	–	–	﹤0.01%	262
2024 Q3	$21.1K	Buy	2,354 +1	+0%	+$9	﹤0.01%	272
2024 Q2	$28.5K	Buy	2,353 +20	+0.9%	+$242	﹤0.01%	216
2024 Q1	$50.6K	Hold	2,333	–	–	0.01%	176
2023 Q4	$60.9K	Hold	2,333	–	–	0.01%	162
2023 Q3	$51.9K	Buy	2,333 +533	+30%	+$11.9K	0.01%	170
2023 Q2	$51.3K	Hold	1,800	–	–	0.01%	169
2023 Q1	$62.2K	Hold	1,800	–	–	0.01%	158
2022 Q4	$67.2K	Hold	1,800	–	–	0.02%	151
2022 Q3	$57K	Sell	1,800 -1,123	-38%	-$35.6K	0.02%	154
2022 Q2	$111K	Buy	2,923 +2,568	+723%	+$97.5K	0.03%	115
2022 Q1	$16K	Sell	355 -3,045	-90%	-$137K	0.01%	155
2021 Q4	$177K	Hold	3,400	–	–	0.05%	95
2021 Q3	$160K	Hold	3,400	–	–	0.05%	96
2021 Q2	$179K	Hold	3,400	–	–	0.07%	87
2021 Q1	$187K	Hold	3,400	–	–	0.08%	81
2020 Q4	$136K	Hold	3,400	–	–	0.06%	86
2020 Q3	$122K	Hold	3,400	–	–	0.06%	84
2020 Q2	$144K	Hold	3,400	–	–	0.08%	78
2020 Q1	$156K	Hold	3,400	–	–	0.1%	74
2019 Q4	$200K	Hold	3,400	–	–	0.1%	76
2019 Q3	$188K	Hold	3,400	–	–	0.1%	77
2019 Q2	$186K	Sell	3,400 -1	-0%	-$55	0.1%	76
2019 Q1	$215K	Buy	3,401 +1	+0%	+$63	0.12%	72
2018 Q4	$232K	Hold	3,400	–	–	0.15%	67
2018 Q3	$248K	Hold	3,400	–	–	0.14%	70
2018 Q2	$204K	Hold	3,400	–	–	0.12%	71
2018 Q1	$223K	Hold	3,400	–	–	0.13%	71
2017 Q4	$247K	Hold	3,400	–	–	0.14%	60
2017 Q3	$263K	Hold	3,400	–	–	0.16%	58
2017 Q2	$266K	Buy	3,400 +122	+4%	+$9.55K	0.18%	53
2017 Q1	$272K	Hold	3,278	–	–	0.19%	51
2016 Q4	$271K	Hold	3,278	–	–	0.2%	52
2016 Q3	$264K	Hold	3,278	–	–	0.2%	52
2016 Q2	$273K	Hold	3,278	–	–	0.22%	46
2016 Q1	$276K	Hold	3,278	–	–	0.22%	47
2015 Q4	$279K	Buy	+3,278	New	+$279K	0.24%	45