SAG
WBA
SageView Advisory Group’s Walgreens Boots Alliance WBA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $226K | Buy |
19,444
+157
| +0.8% | +$1.83K | 0.01% | 571 |
|
2025
Q1 | $215K | Buy |
19,287
+193
| +1% | +$2.16K | 0.01% | 555 |
|
2024
Q4 | $178K | Buy |
19,094
+291
| +2% | +$2.72K | 0.01% | 578 |
|
2024
Q3 | $168K | Sell |
18,803
-2,067
| -10% | -$18.5K | 0.01% | 498 |
|
2024
Q2 | $252K | Buy |
+20,870
| New | +$252K | 0.01% | 482 |
|
2023
Q3 | – | Sell |
-7,681
| Closed | -$219K | – | 559 |
|
2023
Q2 | $219K | Buy |
7,681
+105
| +1% | +$2.99K | 0.01% | 513 |
|
2023
Q1 | $262K | Sell |
7,576
-697
| -8% | -$24.1K | 0.02% | 409 |
|
2022
Q4 | $309K | Buy |
+8,273
| New | +$309K | 0.03% | 316 |
|