WAM
WBA
Wealthspire Advisors (Maryland)’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $224K | Sell |
6,238
-2,158
| -26% | -$77.5K | 0.01% | 424 |
|
|
2020
Q2 | $356K | Sell |
8,396
-760
| -8% | -$32.2K | 0.03% | 312 |
|
|
2020
Q1 | $419K | Sell |
9,156
-115
| -1% | -$5.26K | 0.04% | 256 |
|
|
2019
Q4 | $547K | Sell |
9,271
-49
| -0.5% | -$2.89K | 0.04% | 266 |
|
|
2019
Q3 | $516K | Sell |
9,320
-894
| -9% | -$49.5K | 0.04% | 255 |
|
|
2019
Q2 | $558K | Sell |
10,214
-596
| -6% | -$32.6K | 0.04% | 238 |
|
|
2019
Q1 | $684K | Sell |
10,810
-340
| -3% | -$21.5K | 0.05% | 201 |
|
|
2018
Q4 | $762K | Buy |
11,150
+262
| +2% | +$17.9K | 0.07% | 153 |
|
|
2018
Q3 | $794K | Buy |
10,888
+1,217
| +13% | +$88.7K | 0.07% | 174 |
|
|
2018
Q2 | $580K | Sell |
9,671
-1,674
| -15% | -$100K | 0.05% | 210 |
|
|
2018
Q1 | $743K | Sell |
11,345
-79
| -0.7% | -$5.17K | 0.07% | 172 |
|
|
2017
Q4 | $830K | Sell |
11,424
-1,678
| -13% | -$122K | 0.08% | 159 |
|
|
2017
Q3 | $1.01M | Sell |
13,102
-7,146
| -35% | -$552K | 0.11% | 129 |
|
|
2017
Q2 | $1.59M | Sell |
20,248
-1,196
| -6% | -$93.7K | 0.19% | 86 |
|
|
2017
Q1 | $1.78M | Sell |
21,444
-369
| -2% | -$30.6K | 0.25% | 61 |
|
|
2016
Q4 | $1.81M | Sell |
21,813
-712
| -3% | -$58.9K | 0.27% | 58 |
|
|
2016
Q3 | $1.82M | Buy |
22,525
+1,922
| +9% | +$155K | 0.28% | 59 |
|
|
2016
Q2 | $1.72M | Buy |
20,603
+3,464
| +20% | +$289K | 0.29% | 59 |
|
|
2016
Q1 | $1.44M | Buy |
17,139
+486
| +3% | +$40.9K | 0.25% | 66 |
|
|
2015
Q4 | $1.42M | Buy |
+16,653
| New | +$1.42M | 0.26% | 64 |
|