Nelson Capital Management’s Walgreens Boots Alliance WBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $6K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $25K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $164K | Sell |
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|
2017
Q4 | $182K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $208K | Buy |
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|
2017
Q1 | $208K | Sell |
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|
2016
Q4 | $230K | Hold |
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|
2016
Q3 | $224K | Hold |
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|
2016
Q2 | $231K | Hold |
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|
2016
Q1 | $234K | Sell |
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|
2015
Q4 | $252K | Hold |
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|
2015
Q3 | $246K | Sell |
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|
2015
Q2 | $288K | Sell |
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|
2015
Q1 | $298K | Hold |
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|
2014
Q4 | $268K | Hold |
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|
2014
Q3 | $208K | Buy |
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|
2014
Q2 | $246K | Hold |
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|
2014
Q1 | $220K | Hold |
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|
2013
Q4 | $191K | Sell |
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|
2013
Q3 | $182K | Hold |
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|
2013
Q2 | $149K | Buy |
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