Nadler Financial Group’s Walgreens Boots Alliance WBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,802
| Closed | -$235K | – | 121 |
|
|
2023
Q1 | $235K | Hold |
6,802
| – | – | 0.04% | 102 |
|
|
2022
Q4 | $254K | Buy |
6,802
+125
| +2% | +$4.67K | 0.04% | 90 |
|
|
2022
Q3 | $210K | Buy |
6,677
+70
| +1% | +$2.2K | 0.04% | 94 |
|
|
2022
Q2 | $250K | Buy |
+6,607
| New | +$250K | 0.05% | 86 |
|
|
2014
Q4 | – | Sell |
-27,984
| Closed | -$1.66M | – | 89 |
|
|
2014
Q3 | $1.66M | Sell |
27,984
-1,483
| -5% | -$87.9K | 0.99% | 12 |
|
|
2014
Q2 | $2.18M | Buy |
29,467
+686
| +2% | +$50.8K | 1.37% | 11 |
|
|
2014
Q1 | $1.9M | Buy |
28,781
+16
| +0.1% | +$1.06K | 1.27% | 11 |
|
|
2013
Q4 | $1.65M | Sell |
28,765
-11
| -0% | -$632 | 1.07% | 11 |
|
|
2013
Q3 | $1.55M | Buy |
28,776
+20
| +0.1% | +$1.08K | 1.12% | 12 |
|
|
2013
Q2 | $1.27M | Buy |
+28,756
| New | +$1.27M | 0.9% | 15 |
|