WA
WBA

Waverly Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Waverly Advisors’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
-25,083
Closed -$288K – 1323
2025
Q2 		$288K Buy
25,083
+2,532
+11% +$28.2K ﹤0.01% 982
2025
Q1 		$252K Buy
22,551
+6,437
+40% +$69.9K ﹤0.01% 987
2024
Q4 		$150K Buy
+16,114
New +$150K ﹤0.01% 952
2014
Q4 		– Sell
-141
Closed -$8K – 679
2014
Q3 		$8K Hold
141
– – ﹤0.01% 542
2014
Q2 		$10K Hold
141
– – ﹤0.01% 452
2014
Q1 		$9K Hold
141
– – ﹤0.01% 453
2013
Q4 		$8K Buy
+141
New +$8.2K ﹤0.01% 594

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IA
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HNB
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PS
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