SVWAG
WBA
Sound View Wealth Advisors Group’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,523
| Closed | -$228K | – | 373 |
|
|
2024
Q1 | $228K | Sell |
10,523
-485
| -4% | -$10.5K | 0.02% | 341 |
|
|
2023
Q4 | $287K | Buy |
11,008
+207
| +2% | +$5.41K | 0.03% | 316 |
|
|
2023
Q3 | $240K | Sell |
10,801
-47
| -0.4% | -$1.05K | 0.03% | 320 |
|
|
2023
Q2 | $309K | Buy |
10,848
+48
| +0.4% | +$1.37K | 0.04% | 281 |
|
|
2023
Q1 | $373K | Sell |
10,800
-208
| -2% | -$7.19K | 0.05% | 258 |
|
|
2022
Q4 | $287K | Buy |
11,008
+1,798
| +20% | +$46.9K | 0.03% | 316 |
|
|
2022
Q3 | $289K | Hold |
9,210
| – | – | 0.06% | 217 |
|
|
2022
Q2 | $349K | Sell |
9,210
-1,340
| -13% | -$50.8K | 0.07% | 204 |
|
|
2022
Q1 | $472K | Sell |
10,550
-315
| -3% | -$14.1K | 0.09% | 181 |
|
|
2021
Q4 | $567K | Sell |
10,865
-300
| -3% | -$15.7K | 0.11% | 169 |
|
|
2021
Q3 | $525K | Hold |
11,165
| – | – | 0.11% | 161 |
|
|
2021
Q2 | $587K | Sell |
11,165
-319
| -3% | -$16.8K | 0.12% | 155 |
|
|
2021
Q1 | $630K | Buy |
11,484
+2
| +0% | +$110 | 0.15% | 137 |
|
|
2020
Q4 | $458K | Buy |
11,482
+2,404
| +26% | +$95.9K | 0.11% | 162 |
|
|
2020
Q3 | $326K | Sell |
9,078
-2,122
| -19% | -$76.2K | 0.09% | 183 |
|
|
2020
Q2 | $475K | Buy |
11,200
+162
| +1% | +$6.87K | 0.13% | 134 |
|
|
2020
Q1 | $505K | Buy |
11,038
+208
| +2% | +$9.52K | 0.17% | 120 |
|
|
2019
Q4 | $639K | Buy |
10,830
+307
| +3% | +$18.1K | 0.18% | 124 |
|
|
2019
Q3 | $582K | Sell |
10,523
-1,101
| -9% | -$60.9K | 0.17% | 127 |
|
|
2019
Q2 | $635K | Buy |
+11,624
| New | +$635K | 0.19% | 125 |
|