Avior 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-400
| Closed | -$4.24K | – | 2359 |
|
|
2024
Q4 | $4.24K | Hold |
400
| – | – | ﹤0.01% | 1918 |
|
|
2024
Q3 | $4.77K | Hold |
400
| – | – | ﹤0.01% | 1795 |
|
|
2024
Q2 | $4.89K | Sell |
400
-800
| -67% | -$10.4K | ﹤0.01% | 1730 |
|
|
2024
Q1 | $16.8K | Buy |
1,200
+568
| +90% | +$7.32K | ﹤0.01% | 1679 |
|
|
2023
Q4 | $7.54K | Buy |
632
+8
| +1% | +$98 | ﹤0.01% | 1043 |
|
|
2023
Q3 | $8.23K | Hold |
624
| – | – | ﹤0.01% | 1074 |
|
|
2023
Q2 | $7.32K | Buy |
624
+5
| +0.8% | +$58 | ﹤0.01% | 1077 |
|
|
2023
Q1 | $6.91K | Buy |
619
+4
| +0.7% | +$52 | ﹤0.01% | 1121 |
|
|
2022
Q4 | $8.47K | Buy |
615
+4
| +0.7% | +$55 | ﹤0.01% | 882 |
|
|
2022
Q3 | $8K | Buy |
611
+3
| +0.5% | +$47 | ﹤0.01% | 885 |
|
|
2022
Q2 | $10K | Buy |
608
+3
| +0.5% | +$53 | ﹤0.01% | 780 |
|
|
2022
Q1 | $11K | Buy |
605
+3
| +0.5% | +$55 | ﹤0.01% | 823 |
|
|
2021
Q4 | $10K | Buy |
602
+202
| +51% | +$3.73K | ﹤0.01% | 809 |
|
|
2021
Q3 | $8K | Hold |
400
| – | – | ﹤0.01% | 801 |
|
|
2021
Q2 | $9K | Hold |
400
| – | – | ﹤0.01% | 770 |
|
|
2021
Q1 | $9K | Hold |
400
| – | – | ﹤0.01% | 781 |
|
|
2020
Q4 | $8K | Hold |
400
| – | – | ﹤0.01% | 747 |
|
|
2020
Q3 | $8K | Hold |
400
| – | – | ﹤0.01% | 718 |
|
|
2020
Q2 | $8K | Hold |
400
| – | – | ﹤0.01% | 697 |
|
|
2020
Q1 | $7K | Hold |
400
| – | – | ﹤0.01% | 616 |
|
|
2019
Q4 | $10K | Hold |
400
| – | – | ﹤0.01% | 605 |
|
|
2019
Q3 | $9K | Hold |
400
| – | – | ﹤0.01% | 594 |
|
|
2019
Q2 | $8K | Buy |
400
+345
| +627% | +$6.72K | ﹤0.01% | 622 |
|
|
2019
Q1 | $1K | Sell |
55
-400
| -88% | -$7.19K | ﹤0.01% | 634 |
|
|
2018
Q4 | $7K | Hold |
455
| – | – | ﹤0.01% | 598 |
|
|
2018
Q3 | $9K | Hold |
455
| – | – | ﹤0.01% | 592 |
|
|
2018
Q2 | $9K | Hold |
455
| – | – | ﹤0.01% | 598 |
|
|
2018
Q1 | $9K | Hold |
455
| – | – | ﹤0.01% | 594 |
|
|
2017
Q4 | $9K | Buy |
455
+55
| +14% | +$1.08K | ﹤0.01% | 606 |
|
|
2017
Q3 | $8K | Hold |
400
| – | – | ﹤0.01% | 357 |
|
|
2017
Q2 | $8K | Hold |
400
| – | – | ﹤0.01% | 334 |
|
|
2017
Q1 | $8K | Hold |
400
| – | – | ﹤0.01% | 380 |
|
|
2016
Q4 | $9K | Hold |
400
| – | – | ﹤0.01% | 345 |
|
|
2016
Q3 | $8K | Hold |
400
| – | – | ﹤0.01% | 351 |
|
|
2016
Q2 | $8K | Hold |
400
| – | – | ﹤0.01% | 351 |
|
|
2016
Q1 | $8K | Buy |
+400
| New | +$7.2K | ﹤0.01% | 361 |
|
Other funds holding WU
Avior Wealth Management's WU Position: Q1 2025 in Review
Avior Wealth Management sold out of Western Union (WU) in Q1 2025, closing a stake of 400 shares — an estimated $4.24K sold.
Avior Wealth Management first reported a position in WU in Q1 2016 and held it in 36 quarters. The position peaked at $16.8K in Q1 2024. 465 funds tracked by Wall St. Rank hold WU as of Q1 2025.
- Avior Wealth Management reported no remaining Western Union position as of Q1 2025 after selling out during the quarter.
- Avior Wealth Management sold 400 Western Union shares in Q1 2025, an estimated $4.24K.
- Avior Wealth Management first reported a position in Western Union in Q1 2016 and held it in 36 quarters.
- Avior Wealth Management's Western Union position peaked at $16.8K in Q1 2024.
- 465 funds tracked by Wall St. Rank held Western Union as of Q1 2025.
Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.