RPWA
WBA

Regent Peak Wealth Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$186K Buy
16,654
+3,253
+24% +$36.3K 0.04% 172
2024
Q4
$125K Buy
+13,401
New +$125K 0.03% 177
2021
Q3
Sell
-4,737
Closed -$223K 172
2021
Q2
$223K Sell
4,737
-14
-0.3% -$659 0.06% 156
2021
Q1
$260K Buy
4,751
+94
+2% +$5.14K 0.09% 130
2020
Q4
$186K Buy
+4,657
New +$186K 0.06% 146