AWM
WBA

Abound Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

Abound Wealth Management’s Portfolio WBA Stock Details WBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,086
Closed -$12.5K – 1412
2025
Q2 		$12.5K Buy
+1,086
New +$12.1K ﹤0.01% 409
2025
Q1 		– Sell
-275
Closed -$2.57K – 1331
2024
Q4 		$2.57K Buy
275
+70
+34% +$650 ﹤0.01% 648
2024
Q3 		$1.84K Hold
205
– – ﹤0.01% 719
2024
Q2 		$2.48K Hold
205
– – ﹤0.01% 626
2024
Q1 		$4.45K Sell
205
-25
-11% -$555 ﹤0.01% 549
2023
Q4 		$6.01K Buy
230
+3
+1% +$67 ﹤0.01% 464
2023
Q3 		$5.05K Sell
227
-17
-7% -$452 ﹤0.01% 458
2023
Q2 		$6.96K Buy
244
+69
+39% +$2.25K ﹤0.01% 410
2023
Q1 		$6.06K Buy
175
+94
+116% +$3.34K ﹤0.01% 362
2022
Q4 		$3.04K Buy
81
+43
+113% +$1.62K ﹤0.01% 450
2022
Q3 		$1.2K Buy
+38
New +$1.41K ﹤0.01% 579

Other funds holding WBA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
GCM
Greenland Capital Management New York $787M AUM 40.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BCP
BSN Capital Partners London, United Kingdom $3.93B AUM 13.09% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
PS
PayPay Securities Tokyo, Japan $2.89M AUM 12.57% 1-Year Est. Return