Belpointe Asset Management’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19,237
| Closed | -$269K | – | 948 |
|
|
2024
Q1 | $269K | Buy |
19,237
+48
| +0.3% | +$671 | 0.02% | 637 |
|
|
2023
Q4 | $229K | Buy |
19,189
+3,902
| +26% | +$46.5K | 0.02% | 622 |
|
|
2023
Q3 | $201K | Buy |
+15,287
| New | +$201K | 0.02% | 603 |
|
|
2023
Q2 | – | Sell |
-10,204
| Closed | -$114K | – | 3398 |
|
|
2023
Q1 | $114K | Buy |
10,204
+2,944
| +41% | +$32.8K | 0.01% | 1235 |
|
|
2022
Q4 | $100K | Buy |
+7,260
| New | +$100K | 0.01% | 1237 |
|
|
2021
Q3 | – | Sell |
-5,261
| Closed | -$121K | – | 1247 |
|
|
2021
Q2 | $121K | Buy |
5,261
+1
| +0% | +$23 | 0.01% | 1050 |
|
|
2021
Q1 | $129K | Sell |
5,260
-253
| -5% | -$6.21K | 0.01% | 908 |
|
|
2020
Q4 | $121K | Sell |
5,513
-29
| -0.5% | -$636 | 0.01% | 882 |
|
|
2020
Q3 | $119K | Buy |
5,542
+1
| +0% | +$21 | 0.01% | 712 |
|
|
2020
Q2 | $119K | Buy |
+5,541
| New | +$119K | 0.02% | 665 |
|
|
2020
Q1 | – | Sell |
-10,246
| Closed | -$274K | – | 806 |
|
|
2019
Q4 | $274K | Buy |
10,246
+4,996
| +95% | +$134K | 0.03% | 459 |
|
|
2019
Q3 | $122K | Sell |
5,250
-100
| -2% | -$2.32K | 0.02% | 608 |
|
|
2019
Q2 | $106K | Buy |
+5,350
| New | +$106K | 0.02% | 588 |
|
|
2018
Q1 | – | Sell |
-23,695
| Closed | -$450K | – | 493 |
|
|
2017
Q4 | $450K | Buy |
+23,695
| New | +$450K | 0.1% | 250 |
|