Walgreen Boots Alliance shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Walgreen Boots Alliance (WBA) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Walgreen Boots Alliance
Tip: Access up to 7 years of quarterly data
All positions including Walgreen Boots Alliance held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Walgreen Boots Alliance by Heartwood Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $514k | 20k | 26.11 |
2023-09-30 | $406k | 18k | 22.24 |
2023-03-31 | $667k | 19k | 34.58 |
2022-12-31 | $581k | 16k | 37.36 |
2022-09-30 | $409k | 13k | 31.37 |
2022-06-30 | $397k | 11k | 37.93 |
2022-03-31 | $414k | 9.3k | 44.73 |
2021-12-31 | $360k | 6.9k | 52.17 |
2021-09-30 | $290k | 6.2k | 46.99 |
2021-06-30 | $309k | 5.9k | 52.60 |