WMA
WBA
Wealth Management Associates’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-21,774
| Closed | -$263K | – | 222 |
|
|
2024
Q2 | $263K | Hold |
21,774
| – | – | 0.12% | 160 |
|
|
2024
Q1 | $263K | Buy |
21,774
+7,560
| +53% | +$91.4K | 0.12% | 160 |
|
|
2023
Q4 | $371K | Buy |
14,214
+2,530
| +22% | +$66.1K | 0.2% | 112 |
|
|
2023
Q3 | $260K | Buy |
11,684
+2,295
| +24% | +$51K | 0.15% | 144 |
|
|
2023
Q2 | $267K | Buy |
9,389
+660
| +8% | +$18.8K | 0.15% | 142 |
|
|
2023
Q1 | $302K | Buy |
8,729
+1,004
| +13% | +$34.7K | 0.19% | 124 |
|
|
2022
Q4 | $289K | Sell |
7,725
-3,470
| -31% | -$130K | 0.19% | 126 |
|
|
2022
Q3 | $352K | Buy |
11,195
+200
| +2% | +$6.28K | 0.25% | 111 |
|
|
2022
Q2 | $417K | Buy |
10,995
+2,170
| +25% | +$82.2K | 0.28% | 91 |
|
|
2022
Q1 | $395K | Hold |
8,825
| – | – | 0.22% | 115 |
|
|
2021
Q4 | $460K | Sell |
8,825
-200
| -2% | -$10.4K | 0.25% | 106 |
|
|
2021
Q3 | $425K | Hold |
9,025
| – | – | 0.25% | 106 |
|
|
2021
Q2 | $475K | Sell |
9,025
-2,980
| -25% | -$157K | 0.27% | 99 |
|
|
2021
Q1 | $659K | Buy |
12,005
+2,240
| +23% | +$123K | 0.42% | 58 |
|
|
2020
Q4 | $389K | Buy |
9,765
+2,290
| +31% | +$91.3K | 0.26% | 97 |
|
|
2020
Q3 | $269K | Buy |
7,475
+1,535
| +26% | +$55.1K | 0.21% | 122 |
|
|
2020
Q2 | $252K | Hold |
5,940
| – | – | 0.21% | 113 |
|
|
2020
Q1 | $272K | Buy |
5,940
+755
| +15% | +$34.5K | 0.27% | 87 |
|
|
2019
Q4 | $306K | Hold |
5,185
| – | – | 0.22% | 104 |
|
|
2019
Q3 | $287K | Buy |
+5,185
| New | +$287K | 0.23% | 106 |
|