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