CWC
WBA

Carolinas Wealth Consulting’s Walgreens Boots Alliance WBA Stock Holding History

Carolinas Wealth Consulting’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
Q1 		– Sell
-411
Closed -$3.83K – 1098
2024
Q4 		$3.83K Buy
411
+19
+5% +$176 ﹤0.01% 686
2024
Q3 		$3.51K Buy
392
+35
+10% +$360 ﹤0.01% 714
2024
Q2 		$4.31K Buy
357
+1
+0.3% +$17 ﹤0.01% 670
2024
Q1 		$7.72K Sell
356
-6
-2% -$133 ﹤0.01% 596
2023
Q4 		$9.45K Buy
362
+7
+2% +$156 ﹤0.01% 549
2023
Q3 		$7.48K Sell
355
-31
-8% -$824 ﹤0.01% 557
2023
Q2 		$11K Buy
386
+15
+4% +$489 ﹤0.01% 581
2023
Q1 		$12.8K Buy
371
+4
+1% +$142 ﹤0.01% 569
2022
Q4 		$13.7K Buy
367
+4
+1% +$150 ﹤0.01% 565
2022
Q3 		$11K Buy
363
+4
+1% +$148 ﹤0.01% 562
2022
Q2 		$14K Sell
359
-7
-2% -$301 ﹤0.01% 526
2022
Q1 		$16K Buy
366
+26
+8% +$1.28K ﹤0.01% 530
2021
Q4 		$18K Buy
340
+34
+11% +$1.65K ﹤0.01% 517
2021
Q3 		$14K Buy
306
+3
+1% +$145 ﹤0.01% 543
2021
Q2 		$16K Buy
+303
New +$16.3K ﹤0.01% 544

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Carolinas Wealth Consulting's WBA Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Walgreens Boots Alliance (WBA) in Q1 2025, closing a stake of 411 shares — an estimated $3.83K sold.

Carolinas Wealth Consulting first reported a position in WBA in Q2 2021 and held it in 15 quarters. The position peaked at $18K in Q4 2021. 852 funds tracked by Wall St. Rank hold WBA as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining Walgreens Boots Alliance position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 411 Walgreens Boots Alliance shares in Q1 2025, an estimated $3.83K.
  • Carolinas Wealth Consulting first reported a position in Walgreens Boots Alliance in Q2 2021 and held it in 15 quarters.
  • Carolinas Wealth Consulting's Walgreens Boots Alliance position peaked at $18K in Q4 2021.
  • 852 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.