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SHWM
WBA
Smith & Howard Wealth Management’s
Walgreens Boots Alliance
WBA
Stock Holding History
Smith & Howard Wealth Management’s Portfolio
WBA Stock Details
WBA Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q2
–
Sell
-2,474
Closed
-$205K
–
64
2017
Q1
$205K
Buy
+2,474
New
+$207K
0.1%
53
2016
Q2
–
Sell
-2,552
Closed
-$215K
–
62
2016
Q1
$215K
Buy
2,552
+66
+3%
+$5.27K
0.09%
57
2015
Q4
$212K
Buy
+2,486
New
+$211K
0.1%
59
2015
Q3
–
Sell
-5,301
Closed
-$448K
–
86
2015
Q2
$448K
Hold
5,301
–
–
0.2%
29
2015
Q1
$449K
Buy
5,301
+1,700
+47%
+$135K
0.19%
29
2014
Q4
$274K
Buy
+3,601
New
+$241K
0.13%
37
2014
Q3
–
Sell
-3,068
Closed
-$227K
–
48
2014
Q2
$227K
Hold
3,068
–
–
0.12%
36
2014
Q1
$203K
Hold
3,068
–
–
0.11%
33
2013
Q4
$176K
Buy
3,068
+705
+30%
+$41K
0.1%
38
2013
Q3
$127K
Hold
2,363
–
–
0.08%
46
2013
Q2
$104K
Buy
+2,363
New
+$115K
0.07%
64
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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