Choate Investment Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Choate Investment Advisors’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	-10,038	Closed	-$93.7K	–	420
2024 Q4	$93.7K	Sell	10,038 -1,564	-13%	-$14.5K	﹤0.01%	398
2024 Q3	$104K	Sell	11,602 -3,127	-21%	-$32.2K	﹤0.01%	381
2024 Q2	$178K	Sell	14,729 -2,528	-15%	-$42.9K	﹤0.01%	370
2024 Q1	$374K	Sell	17,257 -2,398	-12%	-$53.3K	0.01%	301
2023 Q4	$513K	Buy	19,655 +35	+0.2%	+$782	0.02%	241
2023 Q3	$436K	Sell	19,620 -99	-0.5%	-$2.63K	0.02%	251
2023 Q2	$562K	Buy	19,719 +760	+4%	+$24.8K	0.02%	196
2023 Q1	$656K	Hold	18,959	–	–	0.03%	158
2022 Q4	$708K	Sell	18,959 -3,501	-16%	-$132K	0.04%	149
2022 Q3	$705K	Buy	22,460 +1,000	+5%	+$37K	0.05%	130
2022 Q2	$813K	Buy	21,460 +1,661	+8%	+$71.4K	0.05%	128
2022 Q1	$886K	Sell	19,799 -8,134	-29%	-$400K	0.05%	156
2021 Q4	$1.46M	Buy	27,933 +24	+0.1%	+$1.16K	0.09%	99
2021 Q3	$1.31M	Sell	27,909 -984	-3%	-$47.5K	0.08%	101
2021 Q2	$1.52M	Sell	28,893 -737	-2%	-$39.6K	0.09%	88
2021 Q1	$1.63M	Buy	29,630 +1,414	+5%	+$69.9K	0.1%	83
2020 Q4	$1.13M	Sell	28,216 -2,333	-8%	-$90.4K	0.07%	98
2020 Q3	$1.1M	Sell	30,549 -1,233	-4%	-$48.2K	0.07%	95
2020 Q2	$1.35M	Sell	31,782 -2,555	-7%	-$108K	0.1%	83
2020 Q1	$1.57M	Sell	34,337 -85	-0.2%	-$4.31K	0.13%	73
2019 Q4	$2.03M	Sell	34,422 -1,780	-5%	-$103K	0.12%	80
2019 Q3	$2M	Sell	36,202 -899	-2%	-$48.2K	0.12%	81
2019 Q2	$2.03M	Sell	37,101 -1,000	-3%	-$53.2K	0.12%	79
2019 Q1	$2.41M	Buy	38,101 +4,259	+13%	+$291K	0.14%	68
2018 Q4	$2.31M	Sell	33,842 -127	-0.4%	-$9.85K	0.15%	64
2018 Q3	$2.48M	Sell	33,969 -22	-0.1%	-$1.49K	0.14%	62
2018 Q2	$2.04M	Buy	33,991 +2,846	+9%	+$183K	0.12%	80
2018 Q1	$2.04M	Sell	31,145 -390	-1%	-$27.9K	0.11%	80
2017 Q4	$2.29M	Sell	31,535 -655	-2%	-$46.1K	0.12%	80
2017 Q3	$2.49M	Sell	32,190 -1,182	-4%	-$94.7K	0.13%	78
2017 Q2	$2.61M	Buy	33,372 +243	+0.7%	+$20K	0.15%	68
2017 Q1	$2.75M	Sell	33,129 -217	-0.7%	-$18.2K	0.16%	69
2016 Q4	$2.76M	Hold	33,346	–	–	0.17%	64
2016 Q3	$2.69M	Sell	33,346 -1,630	-5%	-$133K	0.18%	65
2016 Q2	$2.91M	Sell	34,976 -474	-1%	-$38.2K	0.2%	59
2016 Q1	$2.99M	Sell	35,450 -1,418	-4%	-$113K	0.21%	59
2015 Q4	$2.8M	Sell	36,868 -42	-0.1%	-$3.57K	0.2%	67
2015 Q3	$3.07M	Buy	36,910 +64	+0.2%	+$5.79K	0.21%	57
2015 Q2	$3.11M	Buy	36,846 +543	+1%	+$46.8K	0.18%	58
2015 Q1	$3.07M	Sell	36,303 -565	-2%	-$45K	0.17%	60
2014 Q4	$2.8M	Sell	36,868 -974	-3%	-$65.1K	0.16%	69
2014 Q3	$2.24M	Sell	37,842 -750	-2%	-$49.2K	0.14%	72
2014 Q2	$2.86M	Sell	38,592 -5,994	-13%	-$419K	0.17%	64
2014 Q1	$2.94M	Buy	44,586 +5,643	+14%	+$355K	0.18%	63
2013 Q4	$2.24M	Sell	38,943 -3,674	-9%	-$214K	0.15%	84
2013 Q3	$2.29M	Sell	42,617 -2,073	-5%	-$104K	0.17%	79
2013 Q2	$1.98M	Buy	+44,690	New	+$2.18M	0.16%	85

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

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

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 Oslo, Norway $935B AUM

Choate Investment Advisors's WBA Position: Q1 2025 in Review

Choate Investment Advisors sold out of Walgreens Boots Alliance (WBA) in Q1 2025, closing a stake of 10,038 shares — an estimated $93.7K sold.

Choate Investment Advisors first reported a position in WBA in Q2 2013 and held it in 47 quarters. The position peaked at $3.11M in Q2 2015. 852 funds tracked by Wall St. Rank hold WBA as of Q1 2025.

Choate Investment Advisors reported no remaining Walgreens Boots Alliance position as of Q1 2025 after selling out during the quarter.
Choate Investment Advisors sold 10,038 Walgreens Boots Alliance shares in Q1 2025, an estimated $93.7K.
Choate Investment Advisors first reported a position in Walgreens Boots Alliance in Q2 2013 and held it in 47 quarters.
Choate Investment Advisors's Walgreens Boots Alliance position peaked at $3.11M in Q2 2015.
852 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2025.

Based on Choate Investment Advisors's 13F filing for Q1 2025, filed 14 May 2025.