TFA
WBA
Transamerica Financial Advisors’s Walgreens Boots Alliance WBA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $67 | Sell |
6
-6
| -50% | -$67 | ﹤0.01% | 533 |
|
2025
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 571 |
|
2024
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 568 |
|
2024
Q3 | $1K | Sell |
12
-785
| -98% | -$65.4K | ﹤0.01% | 570 |
|
2024
Q2 | $10K | Hold |
797
| – | – | ﹤0.01% | 315 |
|
2024
Q1 | $18K | Sell |
797
-2,917
| -79% | -$65.9K | ﹤0.01% | 332 |
|
2023
Q4 | $97K | Sell |
3,714
-1,072
| -22% | -$28K | 0.01% | 271 |
|
2023
Q3 | $107K | Sell |
4,786
-2,890
| -38% | -$64.6K | 0.01% | 246 |
|
2023
Q2 | $219K | Sell |
7,676
-3,166
| -29% | -$90.3K | 0.03% | 218 |
|
2023
Q1 | $375K | Buy |
10,842
+813
| +8% | +$28.1K | 0.05% | 196 |
|
2022
Q4 | $375K | Buy |
10,029
+590
| +6% | +$22.1K | 0.05% | 184 |
|
2022
Q3 | $297K | Buy |
9,439
+420
| +5% | +$13.2K | 0.04% | 187 |
|
2022
Q2 | $342K | Buy |
+9,019
| New | +$342K | 0.05% | 180 |
|
2020
Q3 | – | Sell |
-39
| Closed | -$2K | – | 491 |
|
2020
Q2 | $2K | Buy |
39
+31
| +388% | +$1.59K | ﹤0.01% | 325 |
|
2020
Q1 | $1K | Buy |
+8
| New | +$1K | 0.02% | 115 |
|
2019
Q3 | – | Sell |
-219
| Closed | -$12K | – | 522 |
|
2019
Q2 | $12K | Buy |
+219
| New | +$12K | ﹤0.01% | 298 |
|
2019
Q1 | – | Sell |
-309
| Closed | -$22K | – | 458 |
|
2018
Q4 | $22K | Buy |
309
+22
| +8% | +$1.57K | 0.01% | 260 |
|
2018
Q3 | $21K | Buy |
287
+260
| +963% | +$19K | ﹤0.01% | 264 |
|
2018
Q2 | $2K | Buy |
27
+7
| +35% | +$519 | ﹤0.01% | 333 |
|
2018
Q1 | $2K | Sell |
20
-32
| -62% | -$3.2K | ﹤0.01% | 332 |
|
2017
Q4 | $4K | Sell |
52
-91,412
| -100% | -$7.03M | ﹤0.01% | 291 |
|
2017
Q3 | $7.06M | Sell |
91,464
-2,411
| -3% | -$186K | 0.87% | 38 |
|
2017
Q2 | $7.35M | Buy |
+93,875
| New | +$7.35M | 1% | 29 |
|
2016
Q1 | – | Sell |
-1
| Closed | -$1K | – | 857 |
|
2015
Q4 | $1K | Sell |
1
-100
| -99% | -$100K | ﹤0.01% | 793 |
|
2015
Q3 | $9K | Buy |
101
+87
| +621% | +$7.75K | ﹤0.01% | 600 |
|
2015
Q2 | $2K | Buy |
14
+9
| +180% | +$1.29K | ﹤0.01% | 760 |
|
2015
Q1 | $1K | Sell |
5
-2
| -29% | -$400 | ﹤0.01% | 862 |
|
2014
Q4 | $1K | Buy |
7
+5
| +250% | +$714 | ﹤0.01% | 704 |
|
2014
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 660 |
|
2014
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 668 |
|
2014
Q1 | $1K | Sell |
2
-4
| -67% | -$2K | ﹤0.01% | 630 |
|
2013
Q4 | $1K | Sell |
6
-1,088
| -99% | -$181K | ﹤0.01% | 593 |
|
2013
Q3 | $59K | Buy |
1,094
+306
| +39% | +$16.5K | 0.01% | 308 |
|
2013
Q2 | $35K | Buy |
+788
| New | +$35K | 0.01% | 325 |
|