Wendell David Associates’s Walgreens Boots Alliance WBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $227K | Sell |
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|
2024
Q3 | $225K | Sell |
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|
2024
Q2 | $311K | Hold |
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|
2024
Q1 | $559K | Hold |
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|
2023
Q4 | $672K | Sell |
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|
2023
Q3 | $644K | Sell |
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|
2023
Q2 | $877K | Hold |
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|
2023
Q1 | $1.06M | Sell |
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|
2022
Q4 | $1.2M | Hold |
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|
2022
Q3 | $1.01M | Sell |
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|
2022
Q2 | $1.26M | Sell |
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|
2022
Q1 | $1.56M | Sell |
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|
2021
Q4 | $1.9M | Sell |
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|
2021
Q3 | $1.74M | Buy |
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|
2021
Q2 | $1.91M | Sell |
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|
2021
Q1 | $2M | Buy |
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|
2020
Q4 | $1.45M | Sell |
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|
2020
Q3 | $1.33M | Sell |
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|
2020
Q2 | $1.73M | Sell |
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|
2020
Q1 | $1.95M | Sell |
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|
2019
Q4 | $2.76M | Sell |
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|
2019
Q3 | $2.65M | Sell |
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|
2019
Q2 | $2.94M | Sell |
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|
2019
Q1 | $3.72M | Sell |
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|
2018
Q4 | $4.41M | Sell |
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|
2018
Q3 | $4.81M | Sell |
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|
2018
Q2 | $4.19M | Sell |
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|
2018
Q1 | $4.64M | Sell |
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|
2017
Q4 | $5.73M | Sell |
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|
2017
Q3 | $6.88M | Sell |
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|
2017
Q2 | $7.23M | Buy |
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|
2017
Q1 | $7.57M | Sell |
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|
2016
Q4 | $7.67M | Sell |
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|
2016
Q3 | $7.55M | Sell |
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|
2016
Q2 | $7.89M | Hold |
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|
2016
Q1 | $7.99M | Sell |
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|
2015
Q4 | $8.17M | Buy |
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|
2015
Q3 | $7.93M | Sell |
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|
2015
Q2 | $8.06M | Sell |
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|
2015
Q1 | $8.16M | Buy |
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|
2014
Q4 | $7.29M | Sell |
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|
2014
Q3 | $5.67M | Buy |
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|
2014
Q2 | $7.09M | Sell |
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|
2014
Q1 | $6.34M | Buy |
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|
2013
Q4 | $5.46M | Hold |
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|
2013
Q3 | $5.18M | Sell |
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|
2013
Q2 | $4.43M | Buy |
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