OIA
WBA
Optimum 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 | $22.9K | Hold |
1,993
| – | – | 0.01% | 424 |
|
|
2025
Q1 | $22.3K | Hold |
1,993
| – | – | 0.01% | 427 |
|
|
2024
Q4 | $18.6K | Hold |
1,993
| – | – | 0.01% | 442 |
|
|
2024
Q3 | $17.9K | Hold |
1,993
| – | – | 0.01% | 461 |
|
|
2024
Q2 | $24.1K | Sell |
1,993
-200
| -9% | -$2.42K | 0.01% | 428 |
|
|
2024
Q1 | $47.6K | Sell |
2,193
-100
| -4% | -$2.17K | 0.02% | 373 |
|
|
2023
Q4 | $59.9K | Sell |
2,293
-1,502
| -40% | -$39.2K | 0.03% | 330 |
|
|
2023
Q3 | $84.4K | Sell |
3,795
-198
| -5% | -$4.4K | 0.04% | 291 |
|
|
2023
Q2 | $114K | Hold |
3,993
| – | – | 0.06% | 254 |
|
|
2023
Q1 | $138K | Sell |
3,993
-760
| -16% | -$26.3K | 0.07% | 220 |
|
|
2022
Q4 | $178K | Sell |
4,753
-100
| -2% | -$3.74K | 0.1% | 198 |
|
|
2022
Q3 | $152K | Sell |
4,853
-100
| -2% | -$3.13K | 0.08% | 212 |
|
|
2022
Q2 | $188K | Hold |
4,953
| – | – | 0.09% | 191 |
|
|
2022
Q1 | $222K | Hold |
4,953
| – | – | 0.09% | 193 |
|
|
2021
Q4 | $258K | Hold |
4,953
| – | – | 0.1% | 188 |
|
|
2021
Q3 | $233K | Sell |
4,953
-1,975
| -29% | -$92.9K | 0.1% | 198 |
|
|
2021
Q2 | $364K | Sell |
6,928
-800
| -10% | -$42K | 0.11% | 179 |
|
|
2021
Q1 | $424K | Sell |
7,728
-150
| -2% | -$8.23K | 0.12% | 170 |
|
|
2020
Q4 | $314K | Sell |
7,878
-2,500
| -24% | -$99.6K | 0.1% | 193 |
|
|
2020
Q3 | $373K | Sell |
10,378
-775
| -7% | -$27.9K | 0.13% | 148 |
|
|
2020
Q2 | $473K | Hold |
11,153
| – | – | 0.16% | 138 |
|
|
2020
Q1 | $510K | Sell |
11,153
-1,668
| -13% | -$76.3K | 0.21% | 119 |
|
|
2019
Q4 | $756K | Sell |
12,821
-4,220
| -25% | -$249K | 0.22% | 117 |
|
|
2019
Q3 | $943K | Sell |
17,041
-222
| -1% | -$12.3K | 0.3% | 89 |
|
|
2019
Q2 | $944K | Sell |
17,263
-3,078
| -15% | -$168K | 0.31% | 78 |
|
|
2019
Q1 | $1.29M | Sell |
20,341
-640
| -3% | -$40.5K | 0.42% | 58 |
|
|
2018
Q4 | $1.43M | Sell |
20,981
-182
| -0.9% | -$12.4K | 0.49% | 45 |
|
|
2018
Q3 | $1.54M | Sell |
21,163
-54
| -0.3% | -$3.94K | 0.43% | 52 |
|
|
2018
Q2 | $1.27M | Buy |
21,217
+2,126
| +11% | +$128K | 0.37% | 70 |
|
|
2018
Q1 | $1.25M | Sell |
19,091
-3,381
| -15% | -$221K | 0.37% | 69 |
|
|
2017
Q4 | $1.63M | Sell |
22,472
-581
| -3% | -$42.2K | 0.52% | 48 |
|
|
2017
Q3 | $1.78M | Sell |
23,053
-934
| -4% | -$72.1K | 0.6% | 42 |
|
|
2017
Q2 | $1.88M | Sell |
23,987
-360
| -1% | -$28.2K | 0.65% | 39 |
|
|
2017
Q1 | $2.02M | Buy |
24,347
+265
| +1% | +$22K | 0.72% | 34 |
|
|
2016
Q4 | $1.99M | Buy |
24,082
+164
| +0.7% | +$13.6K | 0.75% | 32 |
|
|
2016
Q3 | $1.93M | Sell |
23,918
-448
| -2% | -$36.1K | 0.72% | 33 |
|
|
2016
Q2 | $2.03M | Sell |
24,366
-286
| -1% | -$23.8K | 0.79% | 28 |
|
|
2016
Q1 | $2.08M | Buy |
24,652
+259
| +1% | +$21.8K | 0.82% | 27 |
|
|
2015
Q4 | $2.08M | Buy |
24,393
+1,414
| +6% | +$120K | 0.8% | 26 |
|
|
2015
Q3 | $1.91M | Buy |
+22,979
| New | +$1.91M | 0.77% | 28 |
|
|
2015
Q1 | $1.68M | Sell |
19,835
-488
| -2% | -$41.3K | 0.53% | 38 |
|
|
2014
Q4 | $1.55M | Sell |
20,323
-603
| -3% | -$45.9K | 0.5% | 45 |
|
|
2014
Q3 | $1.27M | Buy |
20,926
+417
| +2% | +$25.3K | 0.42% | 55 |
|
|
2014
Q2 | $1.52M | Buy |
20,509
+3,479
| +20% | +$258K | 0.49% | 48 |
|
|
2014
Q1 | $1.13M | Sell |
17,030
-804
| -5% | -$53.1K | 0.42% | 62 |
|
|
2013
Q4 | $1.02M | Buy |
17,834
+253
| +1% | +$14.5K | 0.39% | 71 |
|
|
2013
Q3 | $946K | Buy |
+17,581
| New | +$946K | 0.39% | 71 |
|