SOA Wealth Advisors’s Walgreens Boots Alliance WBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-703
| Closed | -$8.07K | – | 931 |
|
|
2025
Q2 | $8.07K | Sell |
703
-381
| -35% | -$4.24K | ﹤0.01% | 619 |
|
|
2025
Q1 | $12.1K | Buy |
1,084
+350
| +48% | +$3.8K | ﹤0.01% | 539 |
|
|
2024
Q4 | $6.85K | Sell |
734
-7
| -0.9% | -$65 | ﹤0.01% | 592 |
|
|
2024
Q3 | $6.64K | Hold |
741
| – | – | ﹤0.01% | 579 |
|
|
2024
Q2 | $588 | Buy |
741
+639
| +626% | +$10.8K | ﹤0.01% | 759 |
|
|
2024
Q1 | $2.22K | Hold |
102
| – | – | ﹤0.01% | 698 |
|
|
2023
Q4 | $2.67K | Sell |
102
-59
| -37% | -$1.32K | ﹤0.01% | 666 |
|
|
2023
Q3 | $3.58K | Buy |
161
+1
| +0.6% | +$27 | ﹤0.01% | 654 |
|
|
2023
Q2 | $4.57K | Hold |
160
| – | – | ﹤0.01% | 630 |
|
|
2023
Q1 | $5.54K | Hold |
160
| – | – | ﹤0.01% | 609 |
|
|
2022
Q4 | $5.98K | Sell |
160
-7
| -4% | -$263 | ﹤0.01% | 596 |
|
|
2022
Q3 | $5K | Sell |
167
-26
| -13% | -$963 | ﹤0.01% | 616 |
|
|
2022
Q2 | $7K | Sell |
193
-370
| -66% | -$15.9K | ﹤0.01% | 550 |
|
|
2022
Q1 | $25K | Buy |
563
+1
| +0.2% | +$49 | 0.01% | 425 |
|
|
2021
Q4 | $29K | Buy |
562
+59
| +12% | +$2.86K | 0.01% | 382 |
|
|
2021
Q3 | $23K | Buy |
503
+57
| +13% | +$2.75K | 0.01% | 436 |
|
|
2021
Q2 | $23K | Buy |
446
+121
| +37% | +$6.51K | 0.01% | 440 |
|
|
2021
Q1 | $17K | Sell |
325
-88
| -21% | -$4.35K | ﹤0.01% | 433 |
|
|
2020
Q4 | $21K | Buy |
+413
| New | +$16K | 0.01% | 398 |
|
Other funds holding WBA
GCM
IA
BCP
HNB
PS