Bartlett & Co’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $139K | Hold |
11,640
| – | – | ﹤0.01% | 527 |
|
|
2023
Q3 | $153K | Hold |
11,640
| – | – | ﹤0.01% | 482 |
|
|
2023
Q2 | $137K | Sell |
11,640
-4,430
| -28% | -$52.1K | ﹤0.01% | 505 |
|
|
2023
Q1 | $179K | Sell |
16,070
-360
| -2% | -$4.01K | ﹤0.01% | 391 |
|
|
2022
Q4 | $226K | Sell |
16,430
-570
| -3% | -$7.84K | ﹤0.01% | 369 |
|
|
2022
Q3 | $230K | Sell |
17,000
-4,500
| -21% | -$60.9K | ﹤0.01% | 356 |
|
|
2022
Q2 | $354K | Hold |
21,500
| – | – | 0.01% | 306 |
|
|
2022
Q1 | $403K | Sell |
21,500
-1,500
| -7% | -$28.1K | 0.01% | 312 |
|
|
2021
Q4 | $410K | Hold |
23,000
| – | – | 0.01% | 318 |
|
|
2021
Q3 | $465K | Hold |
23,000
| – | – | 0.01% | 265 |
|
|
2021
Q2 | $528K | Hold |
23,000
| – | – | 0.01% | 254 |
|
|
2021
Q1 | $567K | Sell |
23,000
-339
| -1% | -$8.36K | 0.01% | 248 |
|
|
2020
Q4 | $512K | Hold |
23,339
| – | – | 0.01% | 255 |
|
|
2020
Q3 | $500K | Sell |
23,339
-2,450
| -10% | -$52.5K | 0.01% | 241 |
|
|
2020
Q2 | $558K | Hold |
25,789
| – | – | 0.01% | 230 |
|
|
2020
Q1 | $468K | Buy |
+25,789
| New | +$468K | 0.01% | 238 |
|
|
2019
Q3 | $706K | Buy |
30,475
+28,525
| +1,463% | +$661K | 0.02% | 225 |
|
|
2019
Q2 | $39K | Sell |
1,950
-750
| -28% | -$15K | ﹤0.01% | 471 |
|
|
2019
Q1 | $50K | Sell |
2,700
-10,700
| -80% | -$198K | ﹤0.01% | 422 |
|
|
2018
Q4 | $229K | Sell |
13,400
-200
| -1% | -$3.42K | 0.01% | 241 |
|
|
2018
Q3 | $259K | Sell |
13,600
-1,700
| -11% | -$32.4K | 0.01% | 238 |
|
|
2018
Q2 | $311K | Hold |
15,300
| – | – | 0.01% | 223 |
|
|
2018
Q1 | $294K | Hold |
15,300
| – | – | 0.01% | 222 |
|
|
2017
Q4 | $291K | Sell |
15,300
-5,400
| -26% | -$103K | 0.01% | 224 |
|
|
2017
Q3 | $397K | Hold |
20,700
| – | – | 0.02% | 203 |
|
|
2017
Q2 | $394K | Hold |
20,700
| – | – | 0.02% | 205 |
|
|
2017
Q1 | $421K | Hold |
20,700
| – | – | 0.02% | 209 |
|
|
2016
Q4 | $450K | Sell |
20,700
-6,800
| -25% | -$148K | 0.02% | 196 |
|
|
2016
Q3 | $573K | Hold |
27,500
| – | – | 0.03% | 182 |
|
|
2016
Q2 | $527K | Hold |
27,500
| – | – | 0.03% | 184 |
|
|
2016
Q1 | $530K | Sell |
27,500
-12,450
| -31% | -$240K | 0.03% | 183 |
|
|
2015
Q4 | $716K | Sell |
39,950
-1,800
| -4% | -$32.3K | 0.04% | 163 |
|
|
2015
Q3 | $767K | Sell |
41,750
-675
| -2% | -$12.4K | 0.04% | 153 |
|
|
2015
Q2 | $863K | Sell |
42,425
-7,360
| -15% | -$150K | 0.04% | 153 |
|
|
2015
Q1 | $1.04M | Sell |
49,785
-1,800
| -3% | -$37.5K | 0.05% | 147 |
|
|
2014
Q4 | $924K | Sell |
51,585
-250
| -0.5% | -$4.48K | 0.04% | 155 |
|
|
2014
Q3 | $831K | Sell |
51,835
-3,250
| -6% | -$52.1K | 0.04% | 157 |
|
|
2014
Q2 | $955K | Buy |
55,085
+6,355
| +13% | +$110K | 0.05% | 153 |
|
|
2014
Q1 | $797K | Sell |
48,730
-1,470
| -3% | -$24K | 0.04% | 157 |
|
|
2013
Q4 | $866K | Sell |
50,200
-13,775
| -22% | -$238K | 0.04% | 153 |
|
|
2013
Q3 | $1.19M | Sell |
63,975
-7,725
| -11% | -$144K | 0.06% | 133 |
|
|
2013
Q2 | $1.23M | Buy |
+71,700
| New | +$1.23M | 0.07% | 128 |
|