LWM
WBA

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $718M AUM 8.19% 1-Year Est. Return