WAOTB
WBA
Wealth Advisors of Tampa Bay’s Walgreens Boots Alliance WBA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-87,572
| Closed | -$1.06M | – | 90 |
|
2024
Q2 | $1.06M | Hold |
87,572
| – | – | 0.49% | 59 |
|
2024
Q1 | $1.9M | Sell |
87,572
-4,835
| -5% | -$105K | 0.9% | 45 |
|
2023
Q4 | $2.41M | Sell |
92,407
-115,057
| -55% | -$3M | 1.21% | 36 |
|
2023
Q3 | $4.61M | Buy |
207,464
+109,277
| +111% | +$2.43M | 1.27% | 36 |
|
2023
Q2 | $2.8M | Buy |
98,187
+41,912
| +74% | +$1.19M | 1.53% | 31 |
|
2023
Q1 | $1.95M | Buy |
+56,275
| New | +$1.95M | 1.11% | 38 |
|
2019
Q1 | – | Sell |
-24,447
| Closed | -$1.67M | – | 74 |
|
2018
Q4 | $1.67M | Sell |
24,447
-545
| -2% | -$37.2K | 1.36% | 32 |
|
2018
Q3 | $1.82M | Buy |
24,992
+125
| +0.5% | +$9.12K | 1.28% | 34 |
|
2018
Q2 | $1.52M | Buy |
24,867
+1,390
| +6% | +$85.1K | 1.16% | 34 |
|
2018
Q1 | $1.53M | Buy |
23,477
+535
| +2% | +$35K | 1.11% | 38 |
|
2017
Q4 | $1.7M | Buy |
+22,942
| New | +$1.7M | 1.16% | 37 |
|