Sequoia Financial Advisors’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Sell |
31,002
-798
| -3% | -$9.16K | ﹤0.01% | 1162 |
|
|
2025
Q1 | $355K | Sell |
31,800
-8,829
| -22% | -$98.6K | ﹤0.01% | 990 |
|
|
2024
Q4 | $379K | Buy |
40,629
+15,414
| +61% | +$144K | ﹤0.01% | 913 |
|
|
2024
Q3 | $226K | Buy |
25,215
+1,063
| +4% | +$9.53K | ﹤0.01% | 1112 |
|
|
2024
Q2 | $292K | Sell |
24,152
-4,246
| -15% | -$51.4K | ﹤0.01% | 899 |
|
|
2024
Q1 | $616K | Sell |
28,398
-137,328
| -83% | -$2.98M | 0.01% | 618 |
|
|
2023
Q4 | $4.33M | Buy |
165,726
+2,960
| +2% | +$77.3K | 0.05% | 225 |
|
|
2023
Q3 | $3.62M | Sell |
162,766
-3,423
| -2% | -$76.1K | 0.06% | 176 |
|
|
2023
Q2 | $4.73M | Sell |
166,189
-6,815
| -4% | -$194K | 0.08% | 164 |
|
|
2023
Q1 | $5.98M | Buy |
173,004
+164,415
| +1,914% | +$5.69M | 0.13% | 133 |
|
|
2022
Q4 | $321K | Buy |
+8,589
| New | +$321K | 0.01% | 560 |
|
|
2022
Q3 | – | Sell |
-6,148
| Closed | -$233K | – | 593 |
|
|
2022
Q2 | $233K | Sell |
6,148
-1,421
| -19% | -$53.9K | 0.01% | 511 |
|
|
2022
Q1 | $339K | Buy |
7,569
+1,651
| +28% | +$73.9K | 0.01% | 463 |
|
|
2021
Q4 | $309K | Buy |
+5,918
| New | +$309K | 0.01% | 439 |
|
|
2021
Q3 | – | Sell |
-5,325
| Closed | -$280K | – | 463 |
|
|
2021
Q2 | $280K | Buy |
5,325
+929
| +21% | +$48.8K | 0.01% | 390 |
|
|
2021
Q1 | $241K | Buy |
+4,396
| New | +$241K | 0.01% | 388 |
|
|
2016
Q4 | – | Sell |
-2,587
| Closed | -$209K | – | 285 |
|
|
2016
Q3 | $209K | Sell |
2,587
-18
| -0.7% | -$1.45K | 0.04% | 222 |
|
|
2016
Q2 | $217K | Buy |
+2,605
| New | +$217K | 0.06% | 217 |
|