Atria Investments’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 | $195K | Buy |
22,357
+11,101
| +99% | +$105K | ﹤0.01% | 1983 |
|
|
2025
Q4 | $105K | Buy |
+11,256
| New | +$99.4K | ﹤0.01% | 2001 |
|
|
2025
Q2 | – | Sell |
-12,467
| Closed | -$132K | – | 2087 |
|
|
2025
Q1 | $132K | Buy |
12,467
+1,478
| +13% | +$15.7K | ﹤0.01% | 1863 |
|
|
2024
Q4 | $116K | Sell |
10,989
-7,905
| -42% | -$87.6K | ﹤0.01% | 1827 |
|
|
2024
Q3 | $225K | Sell |
18,894
-8,415
| -31% | -$101K | ﹤0.01% | 1771 |
|
|
2024
Q2 | $334K | Buy |
+27,309
| New | +$355K | ﹤0.01% | 1524 |
|
|
2020
Q3 | – | Sell |
-97,898
| Closed | -$2.12M | – | 609 |
|
|
2020
Q2 | $2.12M | Buy |
+97,898
| New | +$1.99M | 0.07% | 295 |
|
|
2020
Q1 | – | Sell |
-39,388
| Closed | -$1.05M | – | 1210 |
|
|
2019
Q4 | $1.05M | Buy |
39,388
+26,107
| +197% | +$677K | 0.03% | 506 |
|
|
2019
Q3 | $308K | Sell |
13,281
-593
| -4% | -$12.8K | 0.01% | 710 |
|
|
2019
Q2 | $295K | Sell |
13,874
-680
| -5% | -$13.3K | 0.01% | 747 |
|
|
2019
Q1 | $269K | Buy |
14,554
+1,840
| +14% | +$33.1K | 0.01% | 743 |
|
|
2018
Q4 | $217K | Sell |
12,714
-101,286
| -89% | -$1.84M | 0.01% | 782 |
|
|
2018
Q3 | $2.17M | Sell |
114,000
-8,096
| -7% | -$157K | 0.09% | 211 |
|
|
2018
Q2 | $2.48M | Sell |
122,096
-27,165
| -18% | -$541K | 0.11% | 186 |
|
|
2018
Q1 | $2.87M | Sell |
149,261
-12,538
| -8% | -$252K | 0.14% | 151 |
|
|
2017
Q4 | $3.08M | Buy |
161,799
+144,415
| +831% | +$2.83M | 0.15% | 143 |
|
|
2017
Q3 | $334K | Buy |
17,384
+158
| +0.9% | +$3.01K | 0.02% | 574 |
|
|
2017
Q2 | $328K | Buy |
17,226
+447
| +3% | +$8.65K | 0.02% | 536 |
|
|
2017
Q1 | $341K | Buy |
16,779
+1,928
| +13% | +$39.4K | 0.02% | 483 |
|
|
2016
Q4 | $323K | Buy |
14,851
+516
| +4% | +$10.7K | 0.02% | 447 |
|
|
2016
Q3 | $298K | Buy |
14,335
+3,598
| +34% | +$73.9K | 0.03% | 403 |
|
|
2016
Q2 | $207K | Buy |
+10,737
| New | +$209K | 0.02% | 442 |
|
|
2014
Q4 | – | Sell |
-22,565
| Closed | -$362K | – | 480 |
|
|
2014
Q3 | $362K | Buy |
22,565
+10,298
| +84% | +$177K | 0.04% | 327 |
|
|
2014
Q2 | $213K | Sell |
12,267
-20,646
| -63% | -$333K | 0.02% | 395 |
|
|
2014
Q1 | $538K | Buy |
32,913
+827
| +3% | +$13.5K | 0.05% | 280 |
|
|
2013
Q4 | $553K | Buy |
32,086
+4,658
| +17% | +$81.6K | 0.06% | 273 |
|
|
2013
Q3 | $512K | Buy |
27,428
+8,181
| +43% | +$147K | 0.05% | 276 |
|
|
2013
Q2 | $329K | Buy |
+19,247
| New | +$305K | 0.04% | 270 |
|
Other funds holding WU
VPM
VCM
