Evercore Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119K | Hold |
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|
2025
Q1 | $116K | Sell |
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|
2024
Q4 | $101K | Hold |
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|
2024
Q3 | $96.7K | Hold |
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|
2024
Q2 | $131K | Hold |
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|
2024
Q1 | $234K | Sell |
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|
2023
Q4 | $297K | Buy |
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|
2023
Q3 | $251K | Hold |
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|
2023
Q2 | $322K | Sell |
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|
2023
Q1 | $416K | Sell |
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|
2022
Q4 | $482K | Sell |
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|
2022
Q3 | $411K | Sell |
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|
2022
Q2 | $637K | Sell |
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|
2022
Q1 | $761K | Sell |
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|
2021
Q4 | $888K | Hold |
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|
2021
Q3 | $801K | Sell |
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|
2021
Q2 | $935K | Buy |
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|
2021
Q1 | $972K | Hold |
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|
2020
Q4 | $707K | Sell |
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|
2020
Q3 | $714K | Sell |
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|
2020
Q2 | $852K | Buy |
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|
2020
Q1 | $786K | Buy |
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|
2019
Q4 | $927K | Sell |
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|
2019
Q3 | $914K | Sell |
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|
2019
Q2 | $997K | Buy |
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|
2019
Q1 | $1.07M | Buy |
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|
2018
Q4 | $993K | Sell |
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|
2018
Q3 | $1.07M | Sell |
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|
2018
Q2 | $1.08M | Sell |
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|
2018
Q1 | $1.28M | Sell |
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|
2017
Q4 | $1.52M | Sell |
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|
2017
Q3 | $1.69M | Hold |
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|
2017
Q2 | $1.71M | Sell |
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|
2017
Q1 | $1.83M | Buy |
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|
2016
Q4 | $1.44M | Sell |
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|
2016
Q3 | $1.42M | Buy |
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|
2016
Q2 | $1.42M | Buy |
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|
2016
Q1 | $1.33M | Sell |
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|
2015
Q4 | $1.41M | Buy |
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|
2015
Q3 | $1.32M | Hold |
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|
2015
Q2 | $1.35M | Hold |
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|
2015
Q1 | $1.35M | Buy |
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|
2014
Q4 | $1.14M | Sell |
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|
2014
Q3 | $946K | Buy |
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|
2014
Q2 | $1.09M | Buy |
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|
2014
Q1 | $900K | Sell |
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|
2013
Q4 | $1.63M | Buy |
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|
2013
Q3 | $1.06M | Sell |
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|
2013
Q2 | $869K | Buy |
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