Perigon Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $143K | Sell |
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|
2025
Q1 | $142K | Sell |
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|
2024
Q4 | $171K | Sell |
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|
2024
Q3 | $128K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $305K | Buy |
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|
2023
Q3 | $241K | Buy |
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|
2023
Q2 | $286K | Sell |
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|
2023
Q1 | $374K | Buy |
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|
2022
Q4 | $375K | Buy |
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|
2022
Q3 | $268K | Sell |
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|
2022
Q2 | $328K | Sell |
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|
2022
Q1 | $433K | Sell |
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|
2021
Q4 | $551K | Sell |
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|
2021
Q3 | $498K | Sell |
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|
2021
Q2 | $602K | Buy |
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|
2021
Q1 | $473K | Buy |
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|
2020
Q4 | $343K | Buy |
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|
2020
Q3 | $296K | Sell |
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|
2020
Q2 | $359K | Sell |
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|
2020
Q1 | $395K | Buy |
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|
2019
Q4 | $433K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $416K | Hold |
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|
2019
Q1 | $401K | Buy |
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|
2018
Q4 | $544K | Buy |
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|
2018
Q3 | $543K | Hold |
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|
2018
Q2 | $447K | Buy |
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|
2018
Q1 | $482K | Hold |
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|
2017
Q4 | $535K | Hold |
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|
2017
Q3 | $569K | Hold |
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|
2017
Q2 | $577K | Hold |
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|
2017
Q1 | $612K | Hold |
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|
2016
Q4 | $636K | Buy |
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|
2016
Q3 | $574K | Buy |
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|
2016
Q2 | $592K | Sell |
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|
2016
Q1 | $567K | Hold |
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|
2015
Q4 | $624K | Hold |
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|
2015
Q3 | $609K | Hold |
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|
2015
Q2 | $619K | Hold |
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|
2015
Q1 | $621K | Hold |
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|
2014
Q4 | $559K | Sell |
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|
2014
Q3 | $482K | Hold |
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|
2014
Q2 | $603K | Hold |
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|
2014
Q1 | $537K | Buy |
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|
2013
Q4 | $361K | Buy |
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