Western Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

Western 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
2025 Q3	–	Sell	-57,500	Closed	-$660K	–	789
2025 Q2	$660K	Hold	57,500	–	–	0.04%	347
2025 Q1	$642K	Hold	57,500	–	–	0.04%	330
2024 Q4	$536K	Sell	57,500 -400	-0.7%	-$3.71K	0.03%	440
2024 Q3	$519K	Hold	57,900	–	–	0.03%	455
2024 Q2	$700K	Sell	57,900 -1,900	-3%	-$32.2K	0.05%	289
2024 Q1	$1.3M	Sell	59,800 -400	-0.7%	-$8.89K	0.1%	185
2023 Q4	$1.57M	Sell	60,200 -752	-1%	-$16.8K	0.11%	186
2023 Q3	$1.36M	Buy	+60,952	New	+$1.62M	0.11%	183
2023 Q2	–	Sell	-9,937	Closed	-$344K	–	675
2023 Q1	$344K	Buy	+9,937	New	+$353K	0.03%	461
2022 Q4	–	Sell	-7,651	Closed	-$240K	–	800
2022 Q3	$240K	Buy	7,651 +136	+2%	+$5.04K	0.01%	704
2022 Q2	$286K	Buy	7,515 +1,475	+24%	+$63.4K	0.02%	632
2022 Q1	$270K	Sell	6,040 -2,120	-26%	-$104K	0.01%	704
2021 Q4	$426K	Buy	+8,160	New	+$395K	0.04%	364
2021 Q2	$405K	Buy	7,704 +3,843	+100%	+$207K	0.04%	412
2021 Q1	$212K	Buy	+3,861	New	+$191K	0.03%	491
2020 Q2	–	Sell	-13,344	Closed	-$611K	–	454
2020 Q1	$611K	Buy	+13,344	New	+$677K	0.14%	160

Other funds holding WBA

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

GCM

Greenland Capital Management New York $812M AUM 45.54% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BCP

BSN Capital Partners London, United Kingdom $2.21B AUM 22.85% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

PayPay Securities Tokyo, Japan $4.1M AUM 0.16% 1-Year Est. Return

Western Wealth Management's WBA Position: Q3 2025 in Review

Western Wealth Management sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 57,500 shares — an estimated $660K sold.

Western Wealth Management first reported a position in WBA in Q1 2020 and held it in 16 quarters. The position peaked at $1.57M in Q4 2023. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

Western Wealth Management reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
Western Wealth Management sold 57,500 Walgreens Boots Alliance shares in Q3 2025, an estimated $660K.
Western Wealth Management first reported a position in Walgreens Boots Alliance in Q1 2020 and held it in 16 quarters.
Western Wealth Management's Walgreens Boots Alliance position peaked at $1.57M in Q4 2023.
9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Western Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.