WDL
WBA

Well Done LLC’s Walgreens Boots Alliance WBA Stock Holding History

Well Done LLC’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
2023
Q2 		– Sell
-6,564
Closed -$227K – 183
2023
Q1 		$227K Sell
6,564
-25
-0.4% -$887 0.05% 156
2022
Q4 		$246K Buy
6,589
+25
+0.4% +$940 0.05% 153
2022
Q3 		$206K Hold
6,564
– – 0.05% 156
2022
Q2 		$249K Buy
6,564
+841
+15% +$36.2K 0.05% 146
2022
Q1 		$256K Sell
5,723
-1,000
-15% -$49.2K 0.05% 155
2021
Q4 		$351K Buy
+6,723
New +$326K 0.07% 130
2019
Q1 		– Sell
-1,004
Closed -$69K – 648
2018
Q4 		$69K Buy
+1,004
New +$77.9K 0.02% 242
2018
Q2 		– Sell
-260
Closed -$17K – 519
2018
Q1 		$17K Buy
+260
New +$18.6K 0.01% 363

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return