Wealthquest Corp WBA Holdings History

Number of Shares
3.44 Mil
Current Holdings Value*
$116.41 Mil
% of Portfolio
9.72%
Total Estimate Gain
$1.55 Mil
% of Total Estimate Gain
3.95%

Wealthquest Corp's Walgreens Boots Alliance Inc Holding Summary

As of 2025-03-31, Wealthquest Corp held 3.44 Mil shares of Walgreens Boots Alliance Inc(WBA), totaling $116.41 Mil. This investment constitutes 9.72% of their stock portfolio, and Wealthquest Corp now holds 0.4% of the outstanding Walgreens Boots Alliance Inc(WBA) stock.

The initial trade took place in 2018Q4. And since then Wealthquest Corp has made 4 purchases of WBA, at an average price of $11.26, for a total of 3.48 Mil shares. In addition, there have been 10 sales at an average price of $28.80 for 36,254.00 shares. Based on historical transaction data and WBA's current price of $11.53, Wealthquest Corp's estimated gain on his WBA holdings is $1.55 Mil, reflecting a 3.95% gain to date.

Wealthquest Corp WBA ($11.53) Holding Chart

Wealthquest Corp WBA ($11.53) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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