Annis Gardner Whiting Capital Advisors’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.5K | Hold |
9,080
| – | – | 0.03% | 346 |
|
|
2025
Q1 | $96.1K | Buy |
+9,080
| New | +$96.1K | 0.04% | 278 |
|
|
2024
Q4 | – | Sell |
-7,185
| Closed | -$85.7K | – | 813 |
|
|
2024
Q3 | $85.7K | Hold |
7,185
| – | – | 0.02% | 308 |
|
|
2024
Q2 | $87.8K | Hold |
7,185
| – | – | 0.03% | 327 |
|
|
2024
Q1 | $100K | Buy |
7,185
+905
| +14% | +$12.7K | 0.04% | 281 |
|
|
2023
Q4 | $74.9K | Hold |
6,280
| – | – | 0.03% | 257 |
|
|
2023
Q3 | $82.8K | Buy |
+6,280
| New | +$82.8K | 0.04% | 234 |
|