BWAM
Boyd Watterson Asset Management’s Western Union WU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4K | Hold |
1,357
| – | – | ﹤0.01% | 284 |
|
|
2025
Q1 | $14.4K | Hold |
1,357
| – | – | ﹤0.01% | 278 |
|
|
2024
Q4 | $14.4K | Hold |
1,357
| – | – | ﹤0.01% | 282 |
|
|
2024
Q3 | $16.2K | Hold |
1,357
| – | – | ﹤0.01% | 278 |
|
|
2024
Q2 | $16.6K | Hold |
1,357
| – | – | ﹤0.01% | 277 |
|
|
2024
Q1 | $19K | Hold |
1,357
| – | – | 0.01% | 268 |
|
|
2023
Q4 | $16.2K | Sell |
1,357
-190
| -12% | -$2.27K | 0.01% | 279 |
|
|
2023
Q3 | $20.4K | Hold |
1,547
| – | – | 0.01% | 255 |
|
|
2023
Q2 | $18.1K | Hold |
1,547
| – | – | 0.01% | 268 |
|
|
2023
Q1 | $17.2K | Hold |
1,547
| – | – | 0.01% | 273 |
|
|
2022
Q4 | $21.3K | Buy |
+1,547
| New | +$21.3K | 0.01% | 254 |
|
|
2015
Q1 | – | Sell |
-44,643
| Closed | -$800K | – | 180 |
|
|
2014
Q4 | $800K | Sell |
44,643
-171
| -0.4% | -$3.06K | 0.34% | 79 |
|
|
2014
Q3 | $719K | Buy |
44,814
+1,825
| +4% | +$29.3K | 0.31% | 86 |
|
|
2014
Q2 | $745K | Sell |
42,989
-3,293
| -7% | -$57.1K | 0.32% | 79 |
|
|
2014
Q1 | $757K | Sell |
46,282
-2,013
| -4% | -$32.9K | 0.35% | 77 |
|
|
2013
Q4 | $833K | Sell |
48,295
-48,802
| -50% | -$842K | 0.39% | 68 |
|
|
2013
Q3 | $1.81M | Buy |
97,097
+17,147
| +21% | +$320K | 0.86% | 31 |
|
|
2013
Q2 | $1.37M | Buy |
+79,950
| New | +$1.37M | 0.7% | 33 |
|