CWM
WBA

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

CarsonAllaria 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
-163
Closed -$1.88K – 333
2025
Q2 		$1.88K Hold
163
– – ﹤0.01% 323
2025
Q1 		$1.83K Hold
163
– – ﹤0.01% 328
2024
Q4 		$1.53K Buy
163
+4
+3% +$37 ﹤0.01% 319
2024
Q3 		$1.43K Buy
159
+4
+3% +$41 ﹤0.01% 353
2024
Q2 		$1.88K Buy
155
+2
+1% +$34 ﹤0.01% 328
2024
Q1 		$3.32K Buy
153
+2
+1% +$44 ﹤0.01% 312
2023
Q4 		$3.95K Buy
151
+3
+2% +$67 ﹤0.01% 268
2023
Q3 		$3.3K Hold
148
– – ﹤0.01% 281
2023
Q2 		$4.22K Buy
148
+2
+1% +$65 ﹤0.01% 278
2023
Q1 		$5.05K Buy
146
+3
+2% +$106 ﹤0.01% 256
2022
Q4 		$5K Sell
143
-121
-46% -$4.55K ﹤0.01% 239
2022
Q3 		$8K Buy
264
+1
+0.4% +$37 0.01% 205
2022
Q2 		$10K Buy
263
+1
+0.4% +$43 0.01% 190
2022
Q1 		$12K Buy
262
+1
+0.4% +$49 0.01% 188
2021
Q4 		$14K Buy
+261
New +$12.6K 0.01% 191

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 $500M 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 $280B 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