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 |
|