Synergy Asset Management’s Walgreens Boots Alliance WBA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-150
| Closed | -$1.35K | – | 855 |
|
2024
Q4 | $1.35K | Buy |
+150
| New | +$1.35K | ﹤0.01% | 705 |
|
2023
Q2 | – | Sell |
-68,984
| Closed | -$2.39M | – | 134 |
|
2023
Q1 | $2.39M | Buy |
68,984
+11,918
| +21% | +$412K | 0.57% | 53 |
|
2022
Q4 | $2.13M | Sell |
57,066
-55,799
| -49% | -$2.08M | 0.55% | 47 |
|
2022
Q3 | $3.54M | Buy |
+112,865
| New | +$3.54M | 0.96% | 26 |
|