Gitterman 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
Q3
Sell
-20,129
Closed -$231K 329
2025
Q2
$231K Buy
+20,129
New +$224K 0.05% 116

Other funds holding WBA

Gitterman Wealth Management's WBA Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 20,129 shares — an estimated $231K sold.

Gitterman Wealth Management first reported a position in WBA in Q2 2025 and held it in 1 quarter. The position peaked at $231K in Q2 2025. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 20,129 Walgreens Boots Alliance shares in Q3 2025, an estimated $231K.
  • Gitterman Wealth Management first reported a position in Walgreens Boots Alliance in Q2 2025 and held it in 1 quarter.
  • Gitterman Wealth Management's Walgreens Boots Alliance position peaked at $231K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.