MYIA
WBA
Mount Yale Investment Advisors’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.74K | Buy |
+500
| New | +$5.74K | ﹤0.01% | 1218 |
|
|
2019
Q3 | – | Sell |
-23,126
| Closed | -$1.21M | – | 328 |
|
|
2019
Q2 | $1.21M | Buy |
23,126
+772
| +3% | +$40.5K | 0.22% | 102 |
|
|
2019
Q1 | $1.41M | Sell |
22,354
-1,403
| -6% | -$88.7K | 0.26% | 93 |
|
|
2018
Q4 | $1.67M | Sell |
23,757
-1,458
| -6% | -$103K | 0.34% | 73 |
|
|
2018
Q3 | $2.07M | Buy |
25,215
+1,792
| +8% | +$147K | 0.36% | 63 |
|
|
2018
Q2 | $1.41M | Buy |
23,423
+2,230
| +11% | +$134K | 0.27% | 90 |
|
|
2018
Q1 | $1.39M | Buy |
+21,193
| New | +$1.39M | 0.3% | 85 |
|