Samalin Investment Counsel’s Walgreens Boots Alliance WBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,173
| Closed | -$118K | – | 321 |
|
|
2024
Q3 | $118K | Buy |
+13,173
| New | +$118K | 0.05% | 275 |
|
|
2021
Q3 | – | Sell |
-4,138
| Closed | -$218K | – | 253 |
|
|
2021
Q2 | $218K | Buy |
4,138
+34
| +0.8% | +$1.79K | 0.14% | 216 |
|
|
2021
Q1 | $225K | Buy |
+4,104
| New | +$225K | 0.15% | 201 |
|
|
2020
Q1 | – | Sell |
-2,184
| Closed | -$128K | – | 512 |
|
|
2019
Q4 | $128K | Buy |
+2,184
| New | +$128K | 0.11% | 196 |
|