SPWM
WBA
Straight Path Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Sell |
35,604
-1,300
| -4% | -$14.9K | 0.14% | 67 |
|
|
2025
Q1 | $412K | Buy |
36,904
+1,400
| +4% | +$15.6K | 0.17% | 57 |
|
|
2024
Q4 | $331K | Hold |
35,504
| – | – | 0.13% | 71 |
|
|
2024
Q3 | $318K | Sell |
35,504
-18,996
| -35% | -$170K | 0.14% | 70 |
|
|
2024
Q2 | $659K | Buy |
54,500
+1,500
| +3% | +$18.1K | 0.34% | 37 |
|
|
2024
Q1 | $1.15M | Buy |
53,000
+28,400
| +115% | +$616K | 0.65% | 25 |
|
|
2023
Q4 | $642K | Buy |
24,600
+2,600
| +12% | +$67.9K | 0.38% | 35 |
|
|
2023
Q3 | $489K | Buy |
+22,000
| New | +$489K | 0.33% | 39 |
|
|
2023
Q2 | – | Sell |
-7,007
| Closed | -$242K | – | 82 |
|
|
2023
Q1 | $242K | Buy |
7,007
+7
| +0.1% | +$242 | 0.19% | 60 |
|
|
2022
Q4 | $262K | Hold |
7,000
| – | – | 0.25% | 53 |
|
|
2022
Q3 | $220K | Hold |
7,000
| – | – | 0.2% | 64 |
|
|
2022
Q2 | $265K | Buy |
7,000
+2,000
| +40% | +$75.7K | 0.26% | 57 |
|
|
2022
Q1 | $224K | Buy |
+5,000
| New | +$224K | 0.19% | 60 |
|