B. Riley Wealth Advisors’s Western Union WU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $169K | Sell |
15,977
-1,013
| -6% | -$10.7K | 0.01% | 1053 |
|
2024
Q3 | $199K | Sell |
16,990
-3,665
| -18% | -$42.9K | 0.01% | 1146 |
|
2024
Q2 | $252K | Buy |
20,655
+2,280
| +12% | +$27.9K | 0.01% | 1107 |
|
2024
Q1 | $242K | Hold |
18,375
| – | – | 0.01% | 1158 |
|
2023
Q4 | $219K | Hold |
18,375
| – | – | 0.01% | 1213 |
|
2023
Q3 | $242K | Hold |
18,375
| – | – | 0.01% | 1158 |
|
2023
Q2 | $216K | Sell |
18,375
-124
| -0.7% | -$1.46K | ﹤0.01% | 1314 |
|
2023
Q1 | $206K | Buy |
18,499
+124
| +0.7% | +$1.38K | 0.01% | 1282 |
|
2022
Q4 | $253K | Sell |
18,375
-24,122
| -57% | -$332K | 0.01% | 1128 |
|
2022
Q3 | $574K | Sell |
42,497
-1,118
| -3% | -$15.1K | 0.02% | 692 |
|
2022
Q2 | $719K | Buy |
43,615
+19,722
| +83% | +$325K | 0.03% | 515 |
|
2022
Q1 | $448K | Buy |
23,893
+1,158
| +5% | +$21.7K | 0.01% | 809 |
|
2021
Q4 | $406K | Buy |
+22,735
| New | +$406K | 0.01% | 927 |
|
2015
Q1 | – | Sell |
-3,844
| Closed | -$69 | – | 1996 |
|
2014
Q4 | $69 | Buy |
+3,844
| New | +$69 | ﹤0.01% | 1929 |
|
2014
Q3 | – | Sell |
-3,749
| Closed | -$65K | – | 1907 |
|
2014
Q2 | $65K | Hold |
3,749
| – | – | 0.02% | 909 |
|
2014
Q1 | $61K | Hold |
3,749
| – | – | 0.02% | 714 |
|
2013
Q4 | $65K | Buy |
3,749
+1
| +0% | +$17 | 0.02% | 634 |
|
2013
Q3 | $70K | Buy |
+3,748
| New | +$70K | 0.02% | 607 |
|