AE Wealth Management’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $112K | Buy |
+12,790
| New | +$121K | ﹤0.01% | 1772 |
|
|
2025
Q2 | – | Sell |
-496,946
| Closed | -$5.26M | – | 2275 |
|
|
2025
Q1 | $5.26M | Buy |
496,946
+476,312
| +2,308% | +$5.05M | 0.04% | 334 |
|
|
2024
Q4 | $219K | Buy |
20,634
+7,328
| +55% | +$81.2K | ﹤0.01% | 1237 |
|
|
2024
Q3 | $159K | Sell |
13,306
-162
| -1% | -$1.95K | ﹤0.01% | 1193 |
|
|
2024
Q2 | $165K | Sell |
13,468
-996
| -7% | -$12.9K | ﹤0.01% | 1180 |
|
|
2024
Q1 | $202K | Sell |
14,464
-24,582
| -63% | -$317K | ﹤0.01% | 1095 |
|
|
2023
Q4 | $487K | Buy |
39,046
+20,706
| +113% | +$253K | ﹤0.01% | 1450 |
|
|
2023
Q3 | $242K | Sell |
18,340
-77,039
| -81% | -$944K | ﹤0.01% | 1705 |
|
|
2023
Q2 | $1.12M | Buy |
95,379
+73,897
| +344% | +$852K | 0.01% | 1046 |
|
|
2023
Q1 | $240K | Sell |
21,482
-881,742
| -98% | -$11.5M | ﹤0.01% | 1652 |
|
|
2022
Q4 | $12.4M | Buy |
903,224
+225,753
| +33% | +$3.12M | 0.09% | 263 |
|
|
2022
Q3 | $9.15M | Buy |
677,471
+169,282
| +33% | +$2.65M | 0.07% | 294 |
|
|
2022
Q2 | $8.37M | Buy |
508,189
+224,995
| +79% | +$3.97M | 0.07% | 306 |
|
|
2022
Q1 | $5.31M | Buy |
283,194
+72,761
| +35% | +$1.35M | 0.04% | 422 |
|
|
2021
Q4 | $3.75M | Buy |
210,433
+40,210
| +24% | +$742K | 0.03% | 499 |
|
|
2021
Q3 | $3.44M | Buy |
170,223
+41,931
| +33% | +$926K | 0.03% | 475 |
|
|
2021
Q2 | $2.95M | Buy |
128,292
+1,175
| +0.9% | +$29.3K | 0.03% | 519 |
|
|
2021
Q1 | $3.13M | Buy |
127,117
+60,465
| +91% | +$1.42M | 0.03% | 441 |
|
|
2020
Q4 | $1.46M | Buy |
66,652
+2,436
| +4% | +$52.9K | 0.02% | 587 |
|
|
2020
Q3 | $1.38M | Buy |
64,216
+1,582
| +3% | +$35.9K | 0.02% | 539 |
|
|
2020
Q2 | $1.35M | Buy |
62,634
+36,525
| +140% | +$742K | 0.02% | 523 |
|
|
2020
Q1 | $473K | Buy |
26,109
+12,167
| +87% | +$298K | 0.01% | 707 |
|
|
2019
Q4 | $373K | Buy |
+13,942
| New | +$362K | 0.01% | 826 |
|
|
2018
Q2 | – | Sell |
-52,186
| Closed | -$1M | – | 503 |
|
|
2018
Q1 | $1M | Sell |
52,186
-1,307
| -2% | -$26.2K | 0.08% | 166 |
|
|
2017
Q4 | $1.02M | Buy |
+53,493
| New | +$1.05M | 0.09% | 163 |
|
Other funds holding WU
VPM
VCM
