Laidlaw Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

Laidlaw 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 Q2	–	Sell	-13,567	Closed	-$294K	–	190
2024 Q1	$294K	Buy	+13,567	New	+$301K	0.16%	141
2023 Q2	–	Sell	-5,990	Closed	-$207K	–	376
2023 Q1	$207K	Buy	5,990 +408	+7%	+$14.5K	0.04%	330
2022 Q4	$209K	Buy	+5,582	New	+$210K	0.04%	329
2022 Q3	–	Sell	-5,476	Closed	-$208K	–	378
2022 Q2	$208K	Buy	5,476 +470	+9%	+$20.2K	0.04%	337
2022 Q1	$224K	Buy	5,006 +611	+14%	+$30K	0.04%	351
2021 Q4	$229K	Buy	+4,395	New	+$213K	0.04%	362

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 $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Laidlaw Wealth Management's WBA Position: Q2 2024 in Review

Laidlaw Wealth Management sold out of Walgreens Boots Alliance (WBA) in Q2 2024, closing a stake of 13,567 shares — an estimated $294K sold.

Laidlaw Wealth Management first reported a position in WBA in Q4 2021 and held it in 6 quarters. The position peaked at $294K in Q1 2024. 934 funds tracked by Wall St. Rank hold WBA as of Q2 2024.

Laidlaw Wealth Management reported no remaining Walgreens Boots Alliance position as of Q2 2024 after selling out during the quarter.
Laidlaw Wealth Management sold 13,567 Walgreens Boots Alliance shares in Q2 2024, an estimated $294K.
Laidlaw Wealth Management first reported a position in Walgreens Boots Alliance in Q4 2021 and held it in 6 quarters.
Laidlaw Wealth Management's Walgreens Boots Alliance position peaked at $294K in Q1 2024.
934 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2024.

Based on Laidlaw Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.