EverSource Wealth Advisors’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
Q3
Sell
-5,623
Closed -$64.6K 4494
2025
Q2
$64.6K Sell
5,623
-1,413
-20% -$15.7K ﹤0.01% 1463
2025
Q1
$78.6K Buy
7,036
+1,724
+32% +$18.7K ﹤0.01% 1007
2024
Q4
$49.6K Buy
5,312
+2,422
+84% +$22.5K ﹤0.01% 1192
2024
Q3
$25.9K Buy
2,890
+999
+53% +$10.3K ﹤0.01% 1356
2024
Q2
$22.4K Sell
1,891
-151
-7% -$2.56K ﹤0.01% 1451
2024
Q1
$36.2K Buy
2,042
+32
+2% +$711 ﹤0.01% 1109
2023
Q4
$52.5K Buy
2,010
+891
+80% +$19.9K ﹤0.01% 880
2023
Q3
$24.9K Buy
1,119
+845
+308% +$22.5K ﹤0.01% 1049
2023
Q2
$7.81K Sell
274
-815
-75% -$26.6K ﹤0.01% 1557
2023
Q1
$37.7K Sell
1,089
-603
-36% -$21.4K ﹤0.01% 887
2022
Q4
$63.2K Buy
1,692
+777
+85% +$29.2K 0.01% 658
2022
Q3
$29K Buy
915
+680
+289% +$25.2K 0.01% 786
2022
Q2
$9K Sell
235
-109
-32% -$4.69K ﹤0.01% 1088
2022
Q1
$16K Buy
344
+113
+49% +$5.56K ﹤0.01% 802
2021
Q4
$12K Buy
+231
New +$11.2K ﹤0.01% 908

Other funds holding WBA

EverSource Wealth Advisors's WBA Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 5,623 shares — an estimated $64.6K sold.

EverSource Wealth Advisors first reported a position in WBA in Q4 2021 and held it in 15 quarters. The position peaked at $78.6K in Q1 2025. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • EverSource Wealth Advisors reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 5,623 Walgreens Boots Alliance shares in Q3 2025, an estimated $64.6K.
  • EverSource Wealth Advisors first reported a position in Walgreens Boots Alliance in Q4 2021 and held it in 15 quarters.
  • EverSource Wealth Advisors's Walgreens Boots Alliance position peaked at $78.6K in Q1 2025.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.