United Capital Financial Advisors’s Walgreens Boots Alliance WBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Sell |
20,171
-26,279
| -57% | -$302K | ﹤0.01% | 998 |
|
|
2025
Q1 | $519K | Sell |
46,450
-28,182
| -38% | -$315K | ﹤0.01% | 730 |
|
|
2024
Q4 | $696K | Buy |
74,632
+18,642
| +33% | +$174K | 0.01% | 637 |
|
|
2024
Q3 | $502K | Buy |
55,990
+8,630
| +18% | +$77.3K | ﹤0.01% | 727 |
|
|
2024
Q2 | $573K | Buy |
47,360
+4,867
| +11% | +$58.9K | ﹤0.01% | 667 |
|
|
2024
Q1 | $922K | Sell |
42,493
-10,058
| -19% | -$218K | 0.01% | 572 |
|
|
2023
Q4 | $1.37M | Buy |
52,551
+2,191
| +4% | +$57.2K | 0.01% | 493 |
|
|
2023
Q3 | $1.12M | Sell |
50,360
-17,615
| -26% | -$392K | 0.01% | 495 |
|
|
2023
Q2 | $1.94M | Sell |
67,975
-429
| -0.6% | -$12.2K | 0.01% | 451 |
|
|
2023
Q1 | $2.37M | Sell |
68,404
-27,191
| -28% | -$940K | 0.01% | 423 |
|
|
2022
Q4 | $3.57M | Sell |
95,595
-16,410
| -15% | -$613K | 0.02% | 378 |
|
|
2022
Q3 | $3.52M | Sell |
112,005
-32,331
| -22% | -$1.02M | 0.02% | 385 |
|
|
2022
Q2 | $5.47M | Buy |
144,336
+7,339
| +5% | +$278K | 0.03% | 325 |
|
|
2022
Q1 | $6.13M | Buy |
136,997
+723
| +0.5% | +$32.4K | 0.03% | 338 |
|
|
2021
Q4 | $7.11M | Sell |
136,274
-2,796
| -2% | -$146K | 0.03% | 322 |
|
|
2021
Q3 | $6.54M | Buy |
139,070
+24,919
| +22% | +$1.17M | 0.03% | 331 |
|
|
2021
Q2 | $6.01M | Sell |
114,151
-565
| -0.5% | -$29.7K | 0.03% | 353 |
|
|
2021
Q1 | $6.3M | Buy |
114,716
+4,275
| +4% | +$235K | 0.03% | 325 |
|
|
2020
Q4 | $4.4M | Buy |
110,441
+23,699
| +27% | +$945K | 0.03% | 375 |
|
|
2020
Q3 | $3.12M | Sell |
86,742
-6,957
| -7% | -$250K | 0.02% | 420 |
|
|
2020
Q2 | $3.97M | Sell |
93,699
-60,327
| -39% | -$2.56M | 0.03% | 395 |
|
|
2020
Q1 | $7.05M | Sell |
154,026
-265,289
| -63% | -$12.1M | 0.06% | 285 |
|
|
2019
Q4 | $24.7M | Buy |
419,315
+347,914
| +487% | +$20.5M | 0.16% | 149 |
|
|
2019
Q3 | $3.95M | Sell |
71,401
-242,875
| -77% | -$13.4M | 0.03% | 463 |
|
|
2019
Q2 | $17.2M | Buy |
314,276
+232,505
| +284% | +$12.7M | 0.11% | 194 |
|
|
2019
Q1 | $5.17M | Sell |
81,771
-3,729
| -4% | -$236K | 0.04% | 403 |
|
|
2018
Q4 | $5.84M | Sell |
85,500
-17,988
| -17% | -$1.23M | 0.05% | 337 |
|
|
2018
Q3 | $7.54M | Sell |
103,488
-1,180
| -1% | -$86K | 0.05% | 355 |
|
|
2018
Q2 | $6.28M | Sell |
104,668
-8,702
| -8% | -$522K | 0.05% | 370 |
|
|
2018
Q1 | $7.42M | Buy |
113,370
+13,785
| +14% | +$902K | 0.06% | 347 |
|
|
2017
Q4 | $7.26M | Sell |
99,585
-3,665
| -4% | -$267K | 0.06% | 349 |
|
|
2017
Q3 | $7.97M | Buy |
103,250
+173
| +0.2% | +$13.4K | 0.07% | 314 |
|
|
2017
Q2 | $8.07M | Buy |
103,077
+4,607
| +5% | +$361K | 0.07% | 305 |
|
|
2017
Q1 | $8.18M | Sell |
98,470
-9,709
| -9% | -$806K | 0.08% | 301 |
|
|
2016
Q4 | $8.95M | Sell |
108,179
-8,260
| -7% | -$684K | 0.09% | 280 |
|
|
2016
Q3 | $9.39M | Buy |
116,439
+22,611
| +24% | +$1.82M | 0.09% | 276 |
|
|
2016
Q2 | $7.79M | Sell |
93,828
-6,931
| -7% | -$575K | 0.08% | 298 |
|
|
2016
Q1 | $8.49M | Buy |
100,759
+7,978
| +9% | +$672K | 0.09% | 237 |
|
|
2015
Q4 | $7.9M | Buy |
92,781
+2,913
| +3% | +$248K | 0.09% | 249 |
|
|
2015
Q3 | $7.47M | Sell |
89,868
-13,388
| -13% | -$1.11M | 0.09% | 236 |
|
|
2015
Q2 | $8.72M | Sell |
103,256
-3,796
| -4% | -$321K | 0.1% | 238 |
|
|
2015
Q1 | $8.88M | Buy |
107,052
+15,175
| +17% | +$1.26M | 0.11% | 235 |
|
|
2014
Q4 | $7M | Buy |
91,877
+9,353
| +11% | +$713K | 0.1% | 216 |
|
|
2014
Q3 | $4.89M | Buy |
82,524
+805
| +1% | +$47.7K | 0.08% | 257 |
|
|
2014
Q2 | $6.06M | Buy |
81,719
+12,060
| +17% | +$894K | 0.11% | 211 |
|
|
2014
Q1 | $4.6M | Buy |
69,659
+8,565
| +14% | +$566K | 0.1% | 217 |
|
|
2013
Q4 | $3.51M | Buy |
61,094
+53,500
| +705% | +$3.07M | 0.12% | 174 |
|
|
2013
Q3 | $409K | Sell |
7,594
-67,036
| -90% | -$3.61M | 0.01% | 489 |
|
|
2013
Q2 | $3.3M | Buy |
+74,630
| New | +$3.3M | 0.09% | 244 |
|