Global Financial Private Client’s Walgreens Boots Alliance WBA Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-215	Closed	-$2.4K	–	1578
2025 Q1	$2.4K	Hold	215	–	–	﹤0.01%	821
2024 Q4	$2.01K	Buy	215 +15	+8%	+$139	﹤0.01%	724
2024 Q3	$1.79K	Hold	200	–	–	﹤0.01%	730
2024 Q2	$2.42K	Hold	200	–	–	﹤0.01%	561
2024 Q1	$3.91K	Sell	200 -400	-67%	-$8.89K	﹤0.01%	539
2023 Q4	$15.7K	Buy	600 +400	+200%	+$8.94K	0.01%	410
2023 Q3	$4.48K	Hold	200	–	–	﹤0.01%	509
2023 Q2	$5.8K	Sell	200 -10	-5%	-$326	﹤0.01%	490
2023 Q1	$7.45K	Hold	210	–	–	﹤0.01%	478
2022 Q4	$7.85K	Hold	210	–	–	﹤0.01%	452
2022 Q3	$6.81K	Hold	210	–	–	﹤0.01%	442
2022 Q2	$8.1K	Hold	210	–	–	﹤0.01%	413
2022 Q1	$9.21K	Hold	210	–	–	﹤0.01%	415
2021 Q4	$11K	Hold	210	–	–	0.01%	384
2021 Q3	$9.83K	Hold	210	–	–	0.01%	354
2021 Q2	$10.2K	Hold	210	–	–	0.01%	359
2021 Q1	$11.5K	Hold	210	–	–	0.01%	304
2020 Q4	$8.38K	Sell	210 -290	-58%	-$11.2K	0.01%	316
2020 Q3	$17.9K	Hold	500	–	–	0.02%	266
2020 Q2	$20.4K	Hold	500	–	–	0.02%	293
2020 Q1	$21.5K	Hold	500	–	–	0.02%	306
2019 Q4	$29.5K	Buy	+500	New	+$28.8K	0.02%	305

Other funds holding WBA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Global Financial Private Client's WBA Position: Q2 2025 in Review

Global Financial Private Client sold out of Walgreens Boots Alliance (WBA) in Q2 2025, closing a stake of 215 shares — an estimated $2.4K sold.

Global Financial Private Client first reported a position in WBA in Q4 2019 and held it in 22 quarters. The position peaked at $29.5K in Q4 2019. 809 funds tracked by Wall St. Rank hold WBA as of Q2 2025.

Global Financial Private Client reported no remaining Walgreens Boots Alliance position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 215 Walgreens Boots Alliance shares in Q2 2025, an estimated $2.4K.
Global Financial Private Client first reported a position in Walgreens Boots Alliance in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's Walgreens Boots Alliance position peaked at $29.5K in Q4 2019.
809 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.