AssetMark Inc’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 | $1.65K | Sell |
189
-212
| -53% | -$2.01K | ﹤0.01% | 2909 |
|
|
2025
Q4 | $3.73K | Buy |
401
+260
| +184% | +$2.3K | ﹤0.01% | 2565 |
|
|
2025
Q3 | $1.13K | Sell |
141
-758
| -84% | -$6.34K | ﹤0.01% | 2755 |
|
|
2025
Q2 | $7.57K | Buy |
899
+162
| +22% | +$1.54K | ﹤0.01% | 2023 |
|
|
2025
Q1 | $7.8K | Buy |
737
+101
| +16% | +$1.07K | ﹤0.01% | 1900 |
|
|
2024
Q4 | $6.74K | Hold |
636
| – | – | ﹤0.01% | 1865 |
|
|
2024
Q3 | $7.59K | Sell |
636
-38
| -6% | -$458 | ﹤0.01% | 1670 |
|
|
2024
Q2 | $8.24K | Hold |
674
| – | – | ﹤0.01% | 1529 |
|
|
2024
Q1 | $9.42K | Hold |
674
| – | – | ﹤0.01% | 1388 |
|
|
2023
Q4 | $8.03K | Buy |
674
+259
| +62% | +$3.16K | ﹤0.01% | 1402 |
|
|
2023
Q3 | $5.47K | Hold |
415
| – | – | ﹤0.01% | 1384 |
|
|
2023
Q2 | $4.87K | Hold |
415
| – | – | ﹤0.01% | 1356 |
|
|
2023
Q1 | $4.63K | Sell |
415
-21
| -5% | -$273 | ﹤0.01% | 1337 |
|
|
2022
Q4 | $6K | Hold |
436
| – | – | ﹤0.01% | 1337 |
|
|
2022
Q3 | $6K | Hold |
436
| – | – | ﹤0.01% | 1284 |
|
|
2022
Q2 | $7K | Sell |
436
-27
| -6% | -$476 | ﹤0.01% | 1265 |
|
|
2022
Q1 | $9K | Sell |
463
-8
| -2% | -$148 | ﹤0.01% | 1208 |
|
|
2021
Q4 | $8K | Sell |
471
-442
| -48% | -$8.15K | ﹤0.01% | 1184 |
|
|
2021
Q3 | $18K | Sell |
913
-66
| -7% | -$1.46K | ﹤0.01% | 958 |
|
|
2021
Q2 | $22K | Sell |
979
-158
| -14% | -$3.93K | ﹤0.01% | 891 |
|
|
2021
Q1 | $28K | Sell |
1,137
-1,127,726
| -100% | -$26.5M | ﹤0.01% | 823 |
|
|
2020
Q4 | $24.8M | Buy |
1,128,863
+91,655
| +9% | +$1.99M | 0.14% | 148 |
|
|
2020
Q3 | $22.2M | Buy |
1,037,208
+85,747
| +9% | +$1.95M | 0.14% | 139 |
|
|
2020
Q2 | $20.5M | Sell |
951,461
-143,230
| -13% | -$2.91M | 0.15% | 138 |
|
|
2020
Q1 | $19.8M | Buy |
1,094,691
+739,434
| +208% | +$18.1M | 0.17% | 117 |
|
|
2019
Q4 | $9.51M | Buy |
355,257
+344,537
| +3,214% | +$8.93M | 0.07% | 201 |
|
|
2019
Q3 | $248K | Buy |
10,720
+3,540
| +49% | +$76.4K | ﹤0.01% | 456 |
|
|
2019
Q2 | $143K | Buy |
7,180
+3,067
| +75% | +$59.8K | ﹤0.01% | 529 |
|
|
2019
Q1 | $76K | Buy |
4,113
+1,130
| +38% | +$20.3K | ﹤0.01% | 625 |
|
|
2018
Q4 | $51K | Sell |
2,983
-236
| -7% | -$4.29K | ﹤0.01% | 683 |
|
|
2018
Q3 | $61K | Buy |
3,219
+1,922
| +148% | +$37.3K | ﹤0.01% | 706 |
|
|
2018
Q2 | $26K | Sell |
1,297
-5,603
| -81% | -$112K | ﹤0.01% | 869 |
|
|
2018
Q1 | $133K | Buy |
6,900
+48
| +0.7% | +$964 | ﹤0.01% | 516 |
|
|
2017
Q4 | $130K | Buy |
6,852
+6,747
| +6,426% | +$132K | ﹤0.01% | 550 |
|
|
2017
Q3 | $2K | Buy |
105
+77
| +275% | +$1.47K | ﹤0.01% | 1299 |
|
|
2017
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 1339 |
|
|
2017
Q1 | $1K | Sell |
28
-1,010
| -97% | -$20.6K | ﹤0.01% | 1235 |
|
|
2016
Q4 | $23K | Buy |
1,038
+8
| +0.8% | +$166 | ﹤0.01% | 826 |
|
|
2016
Q3 | $21K | Buy |
1,030
+452
| +78% | +$9.29K | ﹤0.01% | 867 |
|
|
2016
Q2 | $11K | Sell |
578
-101
| -15% | -$1.96K | ﹤0.01% | 955 |
|
|
2016
Q1 | $13K | Buy |
679
+401
| +144% | +$7.21K | ﹤0.01% | 828 |
|
|
2015
Q4 | $5K | Buy |
+278
| New | +$5.25K | ﹤0.01% | 984 |
|
Other funds holding WU
VPM
VCM
