Sowell Financial Services’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 |
-37,142
| Closed | -$426K | – | 1138 |
|
|
2025
Q2 | $426K | Sell |
37,142
-924
| -2% | -$10.3K | 0.02% | 659 |
|
|
2025
Q1 | $425K | Sell |
38,066
-1,621
| -4% | -$17.6K | 0.02% | 630 |
|
|
2024
Q4 | $370K | Sell |
39,687
-50,209
| -56% | -$466K | 0.02% | 445 |
|
|
2024
Q3 | $805K | Buy |
89,896
+42,644
| +90% | +$439K | 0.04% | 376 |
|
|
2024
Q2 | $572K | Sell |
47,252
-1,600
| -3% | -$27.1K | 0.03% | 417 |
|
|
2024
Q1 | $1.06M | Buy |
48,852
+21,427
| +78% | +$476K | 0.05% | 335 |
|
|
2023
Q4 | $716K | Sell |
27,425
-17,767
| -39% | -$397K | 0.04% | 382 |
|
|
2023
Q3 | $1M | Buy |
45,192
+1,281
| +3% | +$34.1K | 0.06% | 308 |
|
|
2023
Q2 | $1.25M | Buy |
43,911
+19,363
| +79% | +$631K | 0.07% | 314 |
|
|
2023
Q1 | $849K | Sell |
24,548
-4,224
| -15% | -$150K | 0.07% | 327 |
|
|
2022
Q4 | $1.07M | Sell |
28,772
-12,512
| -30% | -$470K | 0.07% | 306 |
|
|
2022
Q3 | $1.3M | Buy |
41,284
+17,589
| +74% | +$652K | 0.13% | 202 |
|
|
2022
Q2 | $898K | Buy |
23,695
+11,524
| +95% | +$495K | 0.08% | 173 |
|
|
2022
Q1 | $545K | Sell |
12,171
-4,297
| -26% | -$211K | 0.1% | 129 |
|
|
2021
Q4 | $859K | Sell |
16,468
-3,793
| -19% | -$184K | 0.05% | 356 |
|
|
2021
Q3 | $953K | Sell |
20,261
-838
| -4% | -$40.4K | 0.06% | 301 |
|
|
2021
Q2 | $1.11M | Sell |
21,099
-2,832
| -12% | -$152K | 0.07% | 287 |
|
|
2021
Q1 | $1.3M | Buy |
23,931
+4,883
| +26% | +$241K | 0.05% | 340 |
|
|
2020
Q4 | $760K | Sell |
19,048
-1,244
| -6% | -$48.2K | 0.03% | 394 |
|
|
2020
Q3 | $729K | Sell |
20,292
-102
| -0.5% | -$3.99K | 0.04% | 375 |
|
|
2020
Q2 | $865K | Sell |
20,394
-1,563
| -7% | -$66.4K | 0.05% | 309 |
|
|
2020
Q1 | $1M | Buy |
21,957
+6,275
| +40% | +$318K | 0.07% | 248 |
|
|
2019
Q4 | $925K | Buy |
15,682
+1,555
| +11% | +$89.6K | 0.07% | 281 |
|
|
2019
Q3 | $781K | Buy |
+14,127
| New | +$757K | 0.06% | 301 |
|
|
2019
Q1 | $1.51M | Sell |
23,918
-12,159
| -34% | -$830K | 0.17% | 134 |
|
|
2018
Q4 | $2.46M | Sell |
36,077
-20,826
| -37% | -$1.61M | 0.35% | 63 |
|
|
2018
Q3 | $4.15M | Buy |
56,903
+62
| +0.1% | +$4.21K | 0.6% | 35 |
|
|
2018
Q2 | $3.78M | Buy |
+56,841
| New | +$3.66M | 0.8% | 32 |
|
|
2017
Q3 | – | Sell |
-2,508
| Closed | -$203K | – | 285 |
|
|
2017
Q2 | $203K | Sell |
2,508
-195
| -7% | -$16K | 0.06% | 240 |
|
|
2017
Q1 | $218K | Buy |
2,703
+17
| +0.6% | +$1.43K | 0.06% | 228 |
|
|
2016
Q4 | $225K | Buy |
+2,686
| New | +$222K | 0.08% | 178 |
|
Other funds holding WBA
GCM
IA
BCP
HNB
PS