Westside Investment Management’s Walgreens Boots Alliance WBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-1,360
| Closed | -$15.6K | – | 1428 |
|
|
2025
Q2 | $15.6K | Sell |
1,360
-160
| -11% | -$1.78K | ﹤0.01% | 775 |
|
|
2025
Q1 | $17K | Sell |
1,520
-10,200
| -87% | -$111K | ﹤0.01% | 599 |
|
|
2024
Q4 | $109K | Buy |
11,720
+133
| +1% | +$1.24K | 0.02% | 301 |
|
|
2024
Q3 | $120K | Buy |
11,587
+1,454
| +14% | +$15K | 0.03% | 291 |
|
|
2024
Q2 | $152K | Buy |
10,133
+2,553
| +34% | +$43.3K | 0.03% | 253 |
|
|
2024
Q1 | $164K | Buy |
7,580
+352
| +5% | +$7.82K | 0.04% | 246 |
|
|
2023
Q4 | $189K | Sell |
7,228
-297
| -4% | -$6.64K | 0.05% | 215 |
|
|
2023
Q3 | $167K | Buy |
7,525
+1,803
| +32% | +$47.9K | 0.05% | 219 |
|
|
2023
Q2 | $163K | Buy |
5,722
+4,102
| +253% | +$134K | 0.05% | 224 |
|
|
2023
Q1 | $56K | Buy |
1,620
+50
| +3% | +$1.77K | 0.02% | 347 |
|
|
2022
Q4 | $58 | Sell |
1,570
-500
| -24% | -$18.8K | ﹤0.01% | 404 |
|
|
2022
Q3 | $64 | Sell |
2,070
-292
| -12% | -$10.8K | ﹤0.01% | 396 |
|
|
2022
Q2 | $89 | Hold |
2,362
| – | – | ﹤0.01% | 360 |
|
|
2022
Q1 | $105 | Hold |
2,362
| – | – | ﹤0.01% | 361 |
|
|
2021
Q4 | $123 | Hold |
2,362
| – | – | ﹤0.01% | 333 |
|
|
2021
Q3 | $111 | Buy |
2,362
+750
| +47% | +$36.2K | ﹤0.01% | 335 |
|
|
2021
Q2 | $84 | Buy |
1,612
+92
| +6% | +$4.95K | ﹤0.01% | 350 |
|
|
2021
Q1 | $83 | Hold |
1,520
| – | – | ﹤0.01% | 340 |
|
|
2020
Q4 | $60 | Hold |
1,520
| – | – | ﹤0.01% | 332 |
|
|
2020
Q3 | $54 | Hold |
1,520
| – | – | ﹤0.01% | 336 |
|
|
2020
Q2 | $64 | Hold |
1,520
| – | – | ﹤0.01% | 310 |
|
|
2020
Q1 | $69 | Buy |
+1,520
| New | +$77.1K | ﹤0.01% | 307 |
|
|
2019
Q2 | $83 | Buy |
+1,520
| New | +$80.8K | ﹤0.01% | 266 |
|
|
2018
Q4 | $546K | Sell |
7,990
-6,465
| -45% | -$501K | 0.2% | 83 |
|
|
2018
Q3 | $1.05M | Hold |
14,455
| – | – | 0.33% | 50 |
|
|
2018
Q2 | $884K | Buy |
14,455
+1,775
| +14% | +$114K | 0.31% | 52 |
|
|
2018
Q1 | $800K | Buy |
12,680
+6,730
| +113% | +$481K | 0.44% | 52 |
|
|
2017
Q4 | $439K | Buy |
5,950
+4,625
| +349% | +$326K | 0.24% | 93 |
|
|
2017
Q3 | $93.9K | Hold |
1,325
| – | – | 0.06% | 207 |
|
|
2017
Q2 | $102K | Buy |
1,325
+125
| +10% | +$10.3K | 0.07% | 197 |
|
|
2017
Q1 | $97.4K | Hold |
1,200
| – | – | 0.05% | 194 |
|
|
2016
Q4 | $101K | Buy |
+1,200
| New | +$99.2K | 0.07% | 136 |
|
Other funds holding WBA
GCM
IA
BCP
HNB
PS
Westside Investment Management's WBA Position: Q3 2025 in Review
Westside Investment Management sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 1,360 shares — an estimated $15.6K sold.
Westside Investment Management first reported a position in WBA in Q4 2016 and held it in 32 quarters. The position peaked at $1.05M in Q3 2018. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.
- Westside Investment Management reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
- Westside Investment Management sold 1,360 Walgreens Boots Alliance shares in Q3 2025, an estimated $15.6K.
- Westside Investment Management first reported a position in Walgreens Boots Alliance in Q4 2016 and held it in 32 quarters.
- Westside Investment Management's Walgreens Boots Alliance position peaked at $1.05M in Q3 2018.
- 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.
Based on Westside Investment Management's 13F filing for Q3 2025, filed 4 Nov 2025.