PWM
WBA
Paulson Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,869
| Closed | -$224K | – | 131 |
|
|
2023
Q2 | $224K | Sell |
7,869
-213
| -3% | -$6.07K | 0.08% | 120 |
|
|
2023
Q1 | $279K | Sell |
8,082
-122
| -1% | -$4.22K | 0.12% | 71 |
|
|
2022
Q4 | $307K | Buy |
8,204
+346
| +4% | +$12.9K | 0.15% | 63 |
|
|
2022
Q3 | $247K | Buy |
+7,858
| New | +$247K | 0.13% | 67 |
|
|
2019
Q4 | – | Sell |
-6,585
| Closed | -$364K | – | 114 |
|
|
2019
Q3 | $364K | Sell |
6,585
-591
| -8% | -$32.7K | 0.27% | 67 |
|
|
2019
Q2 | $392K | Hold |
7,176
| – | – | 0.29% | 61 |
|
|
2019
Q1 | $454K | Sell |
7,176
-1,963
| -21% | -$124K | 0.34% | 62 |
|
|
2018
Q4 | $654K | Buy |
9,139
+4,373
| +92% | +$313K | 0.54% | 45 |
|
|
2018
Q3 | $368K | Buy |
+4,766
| New | +$368K | 0.33% | 80 |
|
|
2018
Q2 | – | Sell |
-4,766
| Closed | -$312K | – | 117 |
|
|
2018
Q1 | $312K | Sell |
4,766
-624
| -12% | -$40.8K | 0.31% | 76 |
|
|
2017
Q4 | $391K | Buy |
+5,390
| New | +$391K | 0.34% | 67 |
|