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