HHM Wealth Advisors’s Walgreens Boots Alliance WBA Stock Holding History

HHM Wealth Advisors’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 Q3	–	Sell	-400	Closed	-$4.59K	–	943
2025 Q2	$4.59K	Hold	400	–	–	﹤0.01%	698
2025 Q1	$4.47K	Hold	400	–	–	﹤0.01%	680
2024 Q4	$3.73K	Buy	+400	New	+$3.71K	﹤0.01%	702
2024 Q3	–	Sell	-69	Closed	-$835	–	838
2024 Q2	$835	Hold	69	–	–	﹤0.01%	744
2024 Q1	$1.5K	Buy	+69	New	+$1.53K	﹤0.01%	691
2023 Q3	–	Sell	-30	Closed	-$855	–	834
2023 Q2	$855	Hold	30	–	–	﹤0.01%	758
2023 Q1	$1.04K	Hold	30	–	–	﹤0.01%	769
2022 Q4	$1.12K	Hold	30	–	–	﹤0.01%	646
2022 Q3	$1K	Sell	30 -400	-93%	-$14.8K	﹤0.01%	634
2022 Q2	$16K	Hold	430	–	–	﹤0.01%	462
2022 Q1	$19K	Hold	430	–	–	﹤0.01%	446
2021 Q4	$22K	Hold	430	–	–	0.01%	417
2021 Q3	$20K	Hold	430	–	–	0.01%	406
2021 Q2	$23K	Hold	430	–	–	0.01%	386
2021 Q1	$24K	Hold	430	–	–	0.01%	359
2020 Q4	$17K	Hold	430	–	–	0.01%	369
2020 Q3	$15K	Hold	430	–	–	0.01%	350
2020 Q2	$18K	Hold	430	–	–	0.01%	316
2020 Q1	$20K	Buy	+430	New	+$21.8K	0.01%	300

Other funds holding WBA

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

GCM

Greenland Capital Management New York $812M AUM 45.54% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

BCP

BSN Capital Partners London, United Kingdom $2.21B AUM 22.85% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

PayPay Securities Tokyo, Japan $4.1M AUM 0.16% 1-Year Est. Return

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

HHM Wealth Advisors sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 400 shares — an estimated $4.59K sold.

HHM Wealth Advisors first reported a position in WBA in Q1 2020 and held it in 19 quarters. The position peaked at $24K in Q1 2021. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

HHM Wealth Advisors reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
HHM Wealth Advisors sold 400 Walgreens Boots Alliance shares in Q3 2025, an estimated $4.59K.
HHM Wealth Advisors first reported a position in Walgreens Boots Alliance in Q1 2020 and held it in 19 quarters.
HHM Wealth Advisors's Walgreens Boots Alliance position peaked at $24K in Q1 2021.
9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on HHM Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.