Heartwood Wealth Advisors »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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