PIM
WBA
Plato Investment Management’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $691K | Sell |
60,393
-32,796
| -35% | -$375K | 0.05% | 305 |
|
|
2025
Q1 | $1.05M | Sell |
93,189
-2,675
| -3% | -$30.2K | 0.09% | 238 |
|
|
2024
Q4 | $898K | Buy |
+95,864
| New | +$898K | 0.07% | 265 |
|
|
2024
Q3 | – | Sell |
-50,932
| Closed | -$616K | – | 578 |
|
|
2024
Q2 | $616K | Buy |
50,932
+50,919
| +391,685% | +$616K | 0.06% | 262 |
|
|
2024
Q1 | $282 | Sell |
13
-7,257
| -100% | -$157K | ﹤0.01% | 488 |
|
|
2023
Q4 | $190K | Buy |
+7,270
| New | +$190K | 0.23% | 101 |
|