Jamison Private Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

Jamison Private 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
2024 Q4	–	Sell	-6,886	Closed	-$61.7K	–	481
2024 Q3	$61.7K	Sell	6,886 -285	-4%	-$2.93K	0.01%	242
2024 Q2	$86.7K	Buy	7,171 +112	+2%	+$1.9K	0.01%	222
2024 Q1	$153K	Sell	7,059 -1,112	-14%	-$24.7K	0.03%	190
2023 Q4	$213K	Sell	8,171 -403	-5%	-$9.01K	0.04%	162
2023 Q3	$191K	Buy	+8,574	New	+$228K	0.04%	161

Other funds holding WBA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jamison Private Wealth Management's WBA Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Walgreens Boots Alliance (WBA) in Q4 2024, closing a stake of 6,886 shares — an estimated $61.7K sold.

Jamison Private Wealth Management first reported a position in WBA in Q3 2023 and held it in 5 quarters. The position peaked at $213K in Q4 2023. 881 funds tracked by Wall St. Rank hold WBA as of Q4 2024.

Jamison Private Wealth Management reported no remaining Walgreens Boots Alliance position as of Q4 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 6,886 Walgreens Boots Alliance shares in Q4 2024, an estimated $61.7K.
Jamison Private Wealth Management first reported a position in Walgreens Boots Alliance in Q3 2023 and held it in 5 quarters.
Jamison Private Wealth Management's Walgreens Boots Alliance position peaked at $213K in Q4 2023.
881 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.