Buckingham Strategic Wealth’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 | $179K | Buy |
14,628
+3,615
| +33% | +$44.2K | ﹤0.01% | 718 |
|
|
2024
Q1 | $154K | Buy |
+11,013
| New | +$154K | ﹤0.01% | 720 |
|
|
2015
Q2 | – | Sell |
-12,126
| Closed | -$252K | – | 241 |
|
|
2015
Q1 | $252K | Hold |
12,126
| – | – | 0.09% | 171 |
|
|
2014
Q4 | $217K | Hold |
12,126
| – | – | 0.08% | 186 |
|
|
2014
Q3 | $195K | Sell |
12,126
-600
| -5% | -$9.65K | 0.08% | 171 |
|
|
2014
Q2 | $221K | Hold |
12,726
| – | – | 0.1% | 155 |
|
|
2014
Q1 | $208K | Hold |
12,726
| – | – | 0.1% | 139 |
|
|
2013
Q4 | $220K | Sell |
12,726
-118
| -0.9% | -$2.04K | 0.1% | 138 |
|
|
2013
Q3 | $240K | Hold |
12,844
| – | – | 0.13% | 108 |
|
|
2013
Q2 | $220K | Buy |
+12,844
| New | +$220K | 0.12% | 109 |
|