TFC Financial Management’s Walgreens Boots Alliance WBA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$861 Buy
75
+6
+9% +$69 ﹤0.01% 592
2025
Q1
$771 Hold
69
﹤0.01% 586
2024
Q4
$644 Buy
+69
New +$644 ﹤0.01% 619
2024
Q3
Sell
-149
Closed -$1.8K 1103
2024
Q2
$1.8K Buy
+149
New +$1.8K ﹤0.01% 493
2023
Q4
Sell
-27
Closed -$601 735
2023
Q3
$601 Buy
27
+12
+80% +$267 ﹤0.01% 585
2023
Q2
$428 Buy
15
+3
+25% +$86 ﹤0.01% 599
2023
Q1
$415 Buy
+12
New +$415 ﹤0.01% 589
2022
Q4
Sell
-500
Closed -$16K 564
2022
Q3
$16K Hold
500
0.01% 273
2022
Q2
$19K Hold
500
0.01% 260
2022
Q1
$22K Hold
500
0.01% 251
2021
Q4
$26K Hold
500
0.01% 256
2021
Q3
$24K Hold
500
0.01% 258
2021
Q2
$26K Hold
500
0.01% 246
2021
Q1
$27K Hold
500
0.01% 229
2020
Q4
$20K Hold
500
0.01% 251
2020
Q3
$18K Buy
+500
New +$18K 0.01% 245