Moisand Fitzgerald Tamayo’s Walgreens Boots Alliance WBA Stock Holding History

Moisand Fitzgerald Tamayo’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	-1,621	Closed	-$18.6K	–	597
2025 Q2	$18.6K	Hold	1,621	–	–	﹤0.01%	285
2025 Q1	$18.1K	Sell	1,621 -733	-31%	-$7.96K	﹤0.01%	282
2024 Q4	$22K	Hold	2,354	–	–	﹤0.01%	263
2024 Q3	$21.1K	Buy	2,354 +1	+0%	+$10	﹤0.01%	272
2024 Q2	$28.5K	Buy	2,353 +20	+0.9%	+$339	﹤0.01%	216
2024 Q1	$50.6K	Hold	2,333	–	–	0.01%	176
2023 Q4	$60.9K	Hold	2,333	–	–	0.01%	162
2023 Q3	$51.9K	Buy	2,333 +533	+30%	+$14.2K	0.01%	171
2023 Q2	$51.3K	Hold	1,800	–	–	0.01%	169
2023 Q1	$62.2K	Hold	1,800	–	–	0.01%	158
2022 Q4	$67.2K	Hold	1,800	–	–	0.02%	151
2022 Q3	$57K	Sell	1,800 -1,123	-38%	-$41.6K	0.02%	154
2022 Q2	$111K	Buy	2,923 +2,568	+723%	+$110K	0.03%	115
2022 Q1	$16K	Sell	355 -3,045	-90%	-$150K	0.01%	155
2021 Q4	$177K	Hold	3,400	–	–	0.05%	95
2021 Q3	$160K	Hold	3,400	–	–	0.05%	96
2021 Q2	$179K	Hold	3,400	–	–	0.07%	87
2021 Q1	$187K	Hold	3,400	–	–	0.08%	81
2020 Q4	$136K	Hold	3,400	–	–	0.06%	86
2020 Q3	$122K	Hold	3,400	–	–	0.06%	84
2020 Q2	$144K	Hold	3,400	–	–	0.08%	78
2020 Q1	$156K	Hold	3,400	–	–	0.1%	74
2019 Q4	$200K	Hold	3,400	–	–	0.1%	76
2019 Q3	$188K	Hold	3,400	–	–	0.1%	77
2019 Q2	$186K	Sell	3,400 -1	-0%	-$53	0.1%	76
2019 Q1	$215K	Buy	3,401 +1	+0%	+$68	0.12%	72
2018 Q4	$232K	Hold	3,400	–	–	0.15%	67
2018 Q3	$248K	Hold	3,400	–	–	0.14%	70
2018 Q2	$204K	Hold	3,400	–	–	0.12%	71
2018 Q1	$223K	Hold	3,400	–	–	0.13%	71
2017 Q4	$247K	Hold	3,400	–	–	0.14%	60
2017 Q3	$263K	Hold	3,400	–	–	0.16%	58
2017 Q2	$266K	Buy	3,400 +122	+4%	+$10K	0.18%	53
2017 Q1	$272K	Hold	3,278	–	–	0.19%	51
2016 Q4	$271K	Hold	3,278	–	–	0.2%	52
2016 Q3	$264K	Hold	3,278	–	–	0.2%	52
2016 Q2	$273K	Hold	3,278	–	–	0.22%	46
2016 Q1	$276K	Hold	3,278	–	–	0.22%	47
2015 Q4	$279K	Buy	+3,278	New	+$278K	0.24%	45

Other funds holding WBA

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

GCM

Greenland Capital Management New York $787M AUM 40.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

BCP

BSN Capital Partners London, United Kingdom $3.93B AUM 13.09% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

PayPay Securities Tokyo, Japan $2.89M AUM 12.57% 1-Year Est. Return

Moisand Fitzgerald Tamayo's WBA Position: Q3 2025 in Review

Moisand Fitzgerald Tamayo sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 1,621 shares — an estimated $18.6K sold.

Moisand Fitzgerald Tamayo first reported a position in WBA in Q4 2015 and held it in 39 quarters. The position peaked at $279K in Q4 2015. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

Moisand Fitzgerald Tamayo reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 1,621 Walgreens Boots Alliance shares in Q3 2025, an estimated $18.6K.
Moisand Fitzgerald Tamayo first reported a position in Walgreens Boots Alliance in Q4 2015 and held it in 39 quarters.
Moisand Fitzgerald Tamayo's Walgreens Boots Alliance position peaked at $279K in Q4 2015.
9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2025, filed 23 Oct 2025.