Waverly 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 | $288K | Buy |
25,083
+2,532
| +11% | +$29.1K | ﹤0.01% | 981 |
|
|
2025
Q1 | $252K | Buy |
22,551
+6,437
| +40% | +$71.9K | ﹤0.01% | 987 |
|
|
2024
Q4 | $150K | Buy |
+16,114
| New | +$150K | ﹤0.01% | 950 |
|
|
2014
Q4 | – | Sell |
-141
| Closed | -$8K | – | 679 |
|
|
2014
Q3 | $8K | Hold |
141
| – | – | ﹤0.01% | 542 |
|
|
2014
Q2 | $10K | Hold |
141
| – | – | ﹤0.01% | 452 |
|
|
2014
Q1 | $9K | Hold |
141
| – | – | ﹤0.01% | 453 |
|
|
2013
Q4 | $8K | Buy |
+141
| New | +$8K | ﹤0.01% | 594 |
|