Cassady Schiller Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

Cassady Schiller 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
2024 Q4	$10.6K	Buy	1,141 +125	+12%	+$1.16K	﹤0.01%	335
2024 Q3	$9.1K	Sell	1,016 -87	-8%	-$895	﹤0.01%	324
2024 Q2	$13.3K	Buy	1,103 +87	+9%	+$1.48K	0.01%	299
2024 Q1	$22K	Hold	1,016	–	–	0.01%	281
2023 Q4	$26.5K	Sell	1,016 -127	-11%	-$2.84K	0.01%	256
2023 Q3	$25.4K	Sell	1,143 -1,066	-48%	-$28.3K	0.01%	256
2023 Q2	$62.9K	Hold	2,209	–	–	0.03%	175
2023 Q1	$76.4K	Hold	2,209	–	–	0.04%	162
2022 Q4	$82.5K	Buy	+2,209	New	+$83.1K	0.05%	149
2022 Q1	–	Sell	-1,975	Closed	-$103K	–	599
2021 Q4	$103K	Buy	+1,975	New	+$95.6K	0.06%	129

Other funds holding WBA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cassady Schiller Wealth Management's WBA Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Walgreens Boots Alliance (WBA) stake by 12% in Q4 2024, buying an estimated $1.16K and bringing the position to 1,141 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Cassady Schiller Wealth Management first reported a position in WBA in Q4 2021 and has held it in 10 quarters since. The position peaked at $103K in Q4 2021. 881 funds tracked by Wall St. Rank hold WBA as of Q4 2024.

Cassady Schiller Wealth Management held 1,141 shares of Walgreens Boots Alliance worth $10.6K as of Q4 2024.
Cassady Schiller Wealth Management bought 125 Walgreens Boots Alliance shares in Q4 2024, an estimated $1.16K.
Walgreens Boots Alliance made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #335 holding.
Cassady Schiller Wealth Management first reported a position in Walgreens Boots Alliance in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's Walgreens Boots Alliance position peaked at $103K in Q4 2021.
881 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.