TWD
WBA

True Wealth Design’s Walgreens Boots Alliance WBA Stock Holding History

True Wealth Design’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
-1,545
Closed -$17.7K – 2899
2025
Q2 		$17.7K Sell
1,545
-774
-33% -$8.62K 0.01% 409
2025
Q1 		$25.9K Buy
+2,319
New +$25.2K 0.01% 299
2024
Q4 		– Sell
-19
Closed -$171 – 1529
2024
Q3 		$171 Hold
19
– – ﹤0.01% 1207
2024
Q2 		$230 Sell
19
-4
-17% -$68 ﹤0.01% 737
2024
Q1 		$499 Buy
23
+8
+53% +$178 ﹤0.01% 627
2023
Q4 		$392 Hold
15
– – ﹤0.01% 538
2023
Q3 		$334 Hold
15
– – ﹤0.01% 530
2023
Q2 		$428 Hold
15
– – ﹤0.01% 490
2023
Q1 		$519 Hold
15
– – ﹤0.01% 515
2022
Q4 		$560 Buy
+15
New +$564 ﹤0.01% 431

Other funds holding WBA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
GCM
Greenland Capital Management New York $500M AUM 40.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
IA
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
PS
PayPay Securities Tokyo, Japan $2.89M AUM 12.57% 1-Year Est. Return