Boston Research & Management’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-71,747
| Closed | -$968K | – | 107 |
|
|
2022
Q3 | $968K | Sell |
71,747
-48,075
| -40% | -$649K | 0.33% | 68 |
|
|
2022
Q2 | $1.97M | Sell |
119,822
-5,992
| -5% | -$98.7K | 0.64% | 57 |
|
|
2022
Q1 | $2.36M | Sell |
125,814
-9,659
| -7% | -$181K | 0.68% | 54 |
|
|
2021
Q4 | $2.42M | Sell |
135,473
-13,600
| -9% | -$243K | 0.66% | 56 |
|
|
2021
Q3 | $3.01M | Buy |
149,073
+11,230
| +8% | +$227K | 0.9% | 46 |
|
|
2021
Q2 | $3.17M | Buy |
137,843
+615
| +0.4% | +$14.1K | 0.96% | 43 |
|
|
2021
Q1 | $3.38M | Buy |
137,228
+980
| +0.7% | +$24.2K | 1.09% | 40 |
|
|
2020
Q4 | $2.99M | Buy |
136,248
+8,397
| +7% | +$184K | 1.04% | 38 |
|
|
2020
Q3 | $2.74M | Sell |
127,851
-181
| -0.1% | -$3.88K | 1.07% | 37 |
|
|
2020
Q2 | $2.77M | Buy |
128,032
+2,791
| +2% | +$60.3K | 1.15% | 37 |
|
|
2020
Q1 | $2.27M | Sell |
125,241
-38,579
| -24% | -$699K | 1.14% | 38 |
|
|
2019
Q4 | $4.39M | Sell |
163,820
-2,850
| -2% | -$76.3K | 1.65% | 29 |
|
|
2019
Q3 | $3.86M | Sell |
166,670
-150
| -0.1% | -$3.48K | 1.53% | 36 |
|
|
2019
Q2 | $3.32M | Buy |
166,820
+2,260
| +1% | +$45K | 1.34% | 41 |
|
|
2019
Q1 | $3.04M | Buy |
164,560
+1,480
| +0.9% | +$27.3K | 1.27% | 41 |
|
|
2018
Q4 | $2.78M | Buy |
163,080
+10,970
| +7% | +$187K | 1.32% | 38 |
|
|
2018
Q3 | $2.9M | Buy |
152,110
+3,510
| +2% | +$66.9K | 1.32% | 39 |
|
|
2018
Q2 | $3.02M | Buy |
148,600
+2,015
| +1% | +$41K | 1.49% | 35 |
|
|
2018
Q1 | $2.82M | Buy |
146,585
+2,850
| +2% | +$54.8K | 1.44% | 35 |
|
|
2017
Q4 | $2.73M | Sell |
143,735
-5,240
| -4% | -$99.6K | 1.37% | 37 |
|
|
2017
Q3 | $2.86M | Buy |
148,975
+2,710
| +2% | +$52K | 1.46% | 38 |
|
|
2017
Q2 | $2.79M | Buy |
146,265
+1,420
| +1% | +$27K | 1.51% | 38 |
|
|
2017
Q1 | $2.95M | Sell |
144,845
-1,750
| -1% | -$35.6K | 1.61% | 32 |
|
|
2016
Q4 | $3.18M | Sell |
146,595
-660
| -0.4% | -$14.3K | 1.81% | 22 |
|
|
2016
Q3 | $3.07M | Buy |
147,255
+580
| +0.4% | +$12.1K | 1.77% | 22 |
|
|
2016
Q2 | $2.81M | Buy |
146,675
+460
| +0.3% | +$8.82K | 1.71% | 26 |
|
|
2016
Q1 | $2.82M | Buy |
146,215
+1,310
| +0.9% | +$25.3K | 1.76% | 24 |
|
|
2015
Q4 | $2.6M | Buy |
144,905
+400
| +0.3% | +$7.16K | 1.61% | 22 |
|
|
2015
Q3 | $2.65M | Buy |
144,505
+1,990
| +1% | +$36.5K | 1.75% | 22 |
|
|
2015
Q2 | $2.9M | Sell |
142,515
-3,890
| -3% | -$79.1K | 1.83% | 22 |
|
|
2015
Q1 | $3.05M | Sell |
146,405
-770
| -0.5% | -$16K | 1.93% | 18 |
|
|
2014
Q4 | $2.64M | Buy |
147,175
+1,700
| +1% | +$30.4K | 1.65% | 26 |
|
|
2014
Q3 | $2.33M | Buy |
145,475
+6,680
| +5% | +$107K | 1.57% | 27 |
|
|
2014
Q2 | $2.41M | Buy |
138,795
+1,670
| +1% | +$28.9K | 1.66% | 22 |
|
|
2014
Q1 | $2.24M | Buy |
137,125
+3,671
| +3% | +$60K | 1.65% | 24 |
|
|
2013
Q4 | $2.3M | Buy |
133,454
+6,130
| +5% | +$106K | 1.77% | 20 |
|
|
2013
Q3 | $2.38M | Sell |
127,324
-4,979
| -4% | -$92.9K | 2.01% | 9 |
|
|
2013
Q2 | $2.26M | Buy |
+132,303
| New | +$2.26M | 2.01% | 13 |
|