SWM
WBA
Sugarloaf Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.93K | Hold |
528
| – | – | ﹤0.01% | 576 |
|
|
2024
Q3 | $4.73K | Hold |
528
| – | – | ﹤0.01% | 575 |
|
|
2024
Q2 | $6.39K | Sell |
528
-11
| -2% | -$133 | ﹤0.01% | 515 |
|
|
2024
Q1 | $11.7K | Hold |
539
| – | – | ﹤0.01% | 467 |
|
|
2023
Q4 | $14.1K | Hold |
539
| – | – | ﹤0.01% | 448 |
|
|
2023
Q3 | $12K | Hold |
539
| – | – | ﹤0.01% | 445 |
|
|
2023
Q2 | $15.4K | Sell |
539
-537
| -50% | -$15.3K | ﹤0.01% | 427 |
|
|
2023
Q1 | $37.2K | Sell |
1,076
-173
| -14% | -$5.98K | 0.01% | 326 |
|
|
2022
Q4 | $46.6K | Buy |
1,249
+33
| +3% | +$1.23K | 0.01% | 295 |
|
|
2022
Q3 | $39K | Buy |
1,216
+34
| +3% | +$1.09K | 0.01% | 322 |
|
|
2022
Q2 | $45K | Buy |
1,182
+132
| +13% | +$5.03K | 0.01% | 298 |
|
|
2022
Q1 | $47K | Buy |
1,050
+5
| +0.5% | +$224 | 0.01% | 289 |
|
|
2021
Q4 | $54K | Buy |
1,045
+5
| +0.5% | +$258 | 0.01% | 281 |
|
|
2021
Q3 | $49K | Buy |
1,040
+4
| +0.4% | +$188 | 0.01% | 269 |
|
|
2021
Q2 | $54K | Buy |
1,036
+5
| +0.5% | +$261 | 0.01% | 257 |
|
|
2021
Q1 | $57 | Buy |
1,031
+5
| +0.5% | – | 0.02% | 255 |
|
|
2020
Q4 | $41K | Buy |
1,026
+5
| +0.5% | +$200 | 0.01% | 275 |
|
|
2020
Q3 | $37K | Buy |
1,021
+6
| +0.6% | +$217 | 0.01% | 271 |
|
|
2020
Q2 | $43K | Buy |
1,015
+5
| +0.5% | +$212 | 0.02% | 259 |
|
|
2020
Q1 | $46K | Buy |
1,010
+948
| +1,529% | +$43.2K | 0.02% | 232 |
|
|
2019
Q4 | $4K | Buy |
+62
| New | +$4K | ﹤0.01% | 584 |
|