TSWM
WBA

Tyler-Stone Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-1,338
Closed -$16.2K – 943
2024
Q2 		$16.2K Buy
1,338
+19
+1% +$322 0.01% 562
2024
Q1 		$28.6K Sell
1,319
-86
-6% -$1.91K 0.01% 457
2023
Q4 		$36.7K Buy
1,405
+25
+2% +$559 0.02% 410
2023
Q3 		$31K Buy
1,380
+1,280
+1,280% +$34K 0.02% 413
2023
Q2 		$3K Buy
+100
New +$3.26K ﹤0.01% 784
2022
Q4 		$4K Hold
100
– – ﹤0.01% 702
2022
Q3 		$3K Hold
100
– – ﹤0.01% 727
2022
Q2 		$4K Hold
100
– – ﹤0.01% 708
2022
Q1 		$4K Hold
100
– – ﹤0.01% 708
2021
Q4 		$5K Buy
+100
New +$4.84K ﹤0.01% 711

Other funds holding WBA

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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
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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return