Neumann Capital Management’s Walgreens Boots Alliance WBA Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-9,304	Closed	-$243K	–	99
2023 Q4	$243K	Sell	9,304 -1,500	-14%	-$39.2K	0.1%	90
2023 Q3	$240K	Buy	10,804 +1,000	+10%	+$22.2K	0.1%	88
2023 Q2	$279K	Buy	9,804 +2,000	+26%	+$57K	0.12%	85
2023 Q1	$270K	Buy	7,804 +1,800	+30%	+$62.2K	0.12%	85
2022 Q4	$224K	Buy	+6,004	New	+$224K	0.11%	85
2022 Q2	–	Sell	-5,004	Closed	-$224K	–	87
2022 Q1	$224K	Hold	5,004	–	–	0.1%	84
2021 Q4	$261K	Sell	5,004 -191	-4%	-$9.96K	0.11%	82
2021 Q3	$244K	Buy	5,195 +1,000	+24%	+$47K	0.11%	81
2021 Q2	$221K	Hold	4,195	–	–	0.1%	83
2021 Q1	$230K	Buy	+4,195	New	+$230K	0.11%	76
2019 Q4	–	Sell	-4,273	Closed	-$236K	–	72
2019 Q3	$236K	Buy	4,273 +470	+12%	+$26K	0.15%	72
2019 Q2	$208K	Hold	3,803	–	–	0.13%	72
2019 Q1	$241K	Hold	3,803	–	–	0.15%	69
2018 Q4	$260K	Sell	3,803 -600	-14%	-$41K	0.2%	65
2018 Q3	$321K	Hold	4,403	–	–	0.19%	64
2018 Q2	$264K	Hold	4,403	–	–	0.17%	67
2018 Q1	$288K	Buy	4,403 +575	+15%	+$37.6K	0.18%	66
2017 Q4	$278K	Buy	+3,828	New	+$278K	0.17%	68