SWA
WBA
Sutton Wealth Advisors’s Walgreens Boots Alliance WBA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $14.1K | Sell |
636
-1,224
| -66% | -$27.2K | 0.01% | 412 |
|
2023
Q2 | $53K | Sell |
1,860
-106
| -5% | -$3.02K | 0.03% | 218 |
|
2023
Q1 | $68K | Sell |
1,966
-3,181
| -62% | -$110K | 0.04% | 181 |
|
2022
Q4 | $192K | Sell |
5,147
-80
| -2% | -$2.99K | 0.07% | 177 |
|
2022
Q3 | $164K | Sell |
5,227
-56
| -1% | -$1.76K | 0.07% | 188 |
|
2022
Q2 | $200K | Buy |
5,283
+76
| +1% | +$2.88K | 0.08% | 169 |
|
2022
Q1 | $233K | Hold |
5,207
| – | – | 0.08% | 166 |
|
2021
Q4 | $272K | Sell |
5,207
-29
| -0.6% | -$1.51K | 0.09% | 150 |
|
2021
Q3 | $246K | Sell |
5,236
-39
| -0.7% | -$1.84K | 0.09% | 155 |
|
2021
Q2 | $278K | Hold |
5,275
| – | – | 0.1% | 138 |
|
2021
Q1 | $290K | Buy |
5,275
+20
| +0.4% | +$1.1K | 0.11% | 130 |
|
2020
Q4 | $210K | Buy |
5,255
+60
| +1% | +$2.39K | 0.09% | 151 |
|
2020
Q3 | $187K | Sell |
5,195
-55
| -1% | -$1.98K | 0.09% | 148 |
|
2020
Q2 | $223K | Sell |
5,250
-14
| -0.3% | -$593 | 0.12% | 131 |
|
2020
Q1 | $241K | Buy |
5,264
+72
| +1% | +$3.29K | 0.15% | 110 |
|
2019
Q4 | $306K | Hold |
5,192
| – | – | 0.16% | 107 |
|
2019
Q3 | $287K | Hold |
5,192
| – | – | 0.16% | 106 |
|
2019
Q2 | $284K | Hold |
5,192
| – | – | 0.16% | 109 |
|
2019
Q1 | $328K | Sell |
5,192
-7
| -0.1% | -$443 | 0.19% | 95 |
|
2018
Q4 | $355K | Buy |
5,199
+7
| +0.1% | +$478 | 0.23% | 74 |
|
2018
Q3 | $378K | Sell |
5,192
-13
| -0.2% | -$948 | 0.25% | 67 |
|
2018
Q2 | $312K | Hold |
5,205
| – | – | 0.22% | 77 |
|
2018
Q1 | $341K | Buy |
5,205
+400
| +8% | +$26.2K | 0.24% | 68 |
|
2017
Q4 | $349K | Hold |
4,805
| – | – | 0.26% | 68 |
|
2017
Q3 | $371K | Sell |
4,805
-320
| -6% | -$24.7K | 0.28% | 63 |
|
2017
Q2 | $401K | Hold |
5,125
| – | – | 0.32% | 56 |
|
2017
Q1 | $426K | Hold |
5,125
| – | – | 0.36% | 51 |
|
2016
Q4 | $424K | Hold |
5,125
| – | – | 0.38% | 47 |
|
2016
Q3 | $413K | Sell |
5,125
-2
| -0% | -$161 | 0.38% | 49 |
|
2016
Q2 | $427K | Hold |
5,127
| – | – | 0.4% | 45 |
|
2016
Q1 | $432K | Buy |
+5,127
| New | +$432K | 0.41% | 42 |
|