WLPWM
WBA
Walled Lake Planning & Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-128,631
| Closed | -$4.04M | – | 83 |
|
|
2022
Q3 | $4.04M | Buy |
128,631
+5,779
| +5% | +$181K | 2.82% | 15 |
|
|
2022
Q2 | $4.66M | Buy |
122,852
+4,946
| +4% | +$187K | 3.21% | 11 |
|
|
2022
Q1 | $5.28M | Buy |
117,906
+19,735
| +20% | +$884K | 3.14% | 10 |
|
|
2021
Q4 | $5.12M | Buy |
98,171
+552
| +0.6% | +$28.8K | 2.97% | 10 |
|
|
2021
Q3 | $4.59M | Buy |
97,619
+2,573
| +3% | +$121K | 2.83% | 10 |
|
|
2021
Q2 | $5M | Buy |
95,046
+799
| +0.8% | +$42K | 3.25% | 9 |
|
|
2021
Q1 | $5.17M | Buy |
94,247
+1,472
| +2% | +$80.8K | 3.59% | 7 |
|
|
2020
Q4 | $3.7M | Buy |
92,775
+142
| +0.2% | +$5.66K | 2.81% | 12 |
|
|
2020
Q3 | $3.33M | Buy |
92,633
+2,534
| +3% | +$91K | 2.7% | 15 |
|
|
2020
Q2 | $3.82M | Buy |
90,099
+89,695
| +22,202% | +$3.8M | 3.2% | 14 |
|
|
2020
Q1 | $18K | Buy |
404
+1
| +0.2% | +$45 | 0.02% | 148 |
|
|
2019
Q4 | $24K | Buy |
+403
| New | +$24K | 0.02% | 155 |
|