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