POIA
WBA
Pin Oak 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 | – | Sell |
-33
| Closed | – | – | 518 |
|
2025
Q1 | $0 | Sell |
33
-391
| -92% | – | ﹤0.01% | 487 |
|
2024
Q4 | $4K | Hold |
424
| – | – | ﹤0.01% | 408 |
|
2024
Q3 | $3K | Hold |
424
| – | – | ﹤0.01% | 422 |
|
2024
Q2 | $5K | Hold |
424
| – | – | ﹤0.01% | 392 |
|
2024
Q1 | $9K | Hold |
424
| – | – | 0.01% | 342 |
|
2023
Q4 | $11K | Hold |
424
| – | – | 0.01% | 327 |
|
2023
Q3 | $9K | Hold |
424
| – | – | 0.01% | 336 |
|
2023
Q2 | $12K | Sell |
424
-100
| -19% | -$2.83K | 0.01% | 304 |
|
2023
Q1 | $18K | Buy |
524
+100
| +24% | +$3.44K | 0.02% | 255 |
|
2022
Q4 | $16K | Hold |
424
| – | – | 0.02% | 251 |
|
2022
Q3 | $13K | Hold |
424
| – | – | 0.02% | 258 |
|
2022
Q2 | $16K | Hold |
424
| – | – | 0.02% | 259 |
|
2022
Q1 | $19K | Sell |
424
-159
| -27% | -$7.13K | 0.02% | 268 |
|
2021
Q4 | $30K | Hold |
583
| – | – | 0.03% | 221 |
|
2021
Q3 | $27K | Hold |
583
| – | – | 0.03% | 227 |
|
2021
Q2 | $31K | Buy |
583
+391
| +204% | +$20.8K | 0.03% | 201 |
|
2021
Q1 | $11K | Hold |
192
| – | – | 0.01% | 311 |
|
2020
Q4 | $8K | Hold |
192
| – | – | 0.01% | 356 |
|
2020
Q3 | $7K | Hold |
192
| – | – | 0.01% | 333 |
|
2020
Q2 | $8K | Hold |
192
| – | – | 0.01% | 313 |
|
2020
Q1 | $9K | Hold |
192
| – | – | 0.01% | 309 |
|
2019
Q4 | $11K | Hold |
192
| – | – | 0.01% | 315 |
|
2019
Q3 | $11K | Hold |
192
| – | – | 0.01% | 321 |
|
2019
Q2 | $10K | Hold |
192
| – | – | 0.01% | 358 |
|
2019
Q1 | $12K | Hold |
192
| – | – | 0.01% | 316 |
|
2018
Q4 | $13K | Buy |
+192
| New | +$13K | 0.01% | 295 |
|