GSWM
WBA

Golden State Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

Golden State Wealth Management’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
-50
Closed -$559 – 1668
2025
Q1 		$559 Sell
50
-2,685
-98% -$29.1K ﹤0.01% 1497
2024
Q4 		$25.5K Buy
+2,735
New +$25.4K ﹤0.01% 707
2020
Q4 		– Sell
-1,762
Closed -$63K – 423
2020
Q3 		$63K Buy
+1,762
New +$68.9K 0.02% 311
2020
Q2 		– Sell
-1,245
Closed -$57K – 913
2020
Q1 		$57K Buy
+1,245
New +$63.2K 0.03% 340
2019
Q4 		– Sell
-1,180
Closed -$65K – 951
2019
Q3 		$65K Buy
1,180
+476
+68% +$25.5K 0.02% 380
2019
Q2 		$38K Buy
+704
New +$37.4K 0.01% 511

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State Street
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UOC
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return