Burney Company’s Western Union WU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$476K Sell
56,483
-12,394
-18% -$104K 0.02% 421
2025
Q1
$729K Sell
68,877
-34,116
-33% -$361K 0.03% 347
2024
Q4
$1.09M Sell
102,993
-314,277
-75% -$3.33M 0.04% 303
2024
Q3
$4.98M Buy
417,270
+23,306
+6% +$278K 0.18% 129
2024
Q2
$4.81M Sell
393,964
-66,865
-15% -$817K 0.18% 131
2024
Q1
$6.44M Buy
460,829
+289,173
+168% +$4.04M 0.25% 104
2023
Q4
$2.05M Buy
171,656
+91,611
+114% +$1.09M 0.09% 236
2023
Q3
$1.05M Buy
80,045
+5,347
+7% +$70.5K 0.05% 303
2023
Q2
$876K Sell
74,698
-185,554
-71% -$2.18M 0.04% 332
2023
Q1
$2.9M Buy
260,252
+160,927
+162% +$1.79M 0.14% 179
2022
Q4
$1.37M Buy
99,325
+15,753
+19% +$217K 0.07% 260
2022
Q3
$1.13M Buy
+83,572
New +$1.13M 0.06% 280
2021
Q4
Sell
-11,963
Closed -$242K 599
2021
Q3
$242K Sell
11,963
-11,209
-48% -$227K 0.01% 525
2021
Q2
$532K Buy
23,172
+456
+2% +$10.5K 0.02% 414
2021
Q1
$560K Buy
+22,716
New +$560K 0.03% 395
2020
Q3
Sell
-9,375
Closed -$203K 523
2020
Q2
$203K Buy
+9,375
New +$203K 0.01% 462
2020
Q1
Sell
-9,375
Closed -$251K 481
2019
Q4
$251K Hold
9,375
0.01% 422
2019
Q3
$217K Buy
+9,375
New +$217K 0.01% 417
2018
Q1
Sell
-10,030
Closed -$191K 451
2017
Q4
$191K Hold
10,030
0.01% 424
2017
Q3
$191K Sell
10,030
-1,075
-10% -$20.5K 0.01% 388
2017
Q2
$209K Hold
11,105
0.01% 375
2017
Q1
$226K Sell
11,105
-242
-2% -$4.93K 0.01% 359
2016
Q4
$246K Buy
11,347
+1
+0% +$22 0.02% 341
2016
Q3
$233K Sell
11,346
-69
-0.6% -$1.42K 0.02% 349
2016
Q2
$219K Sell
11,415
-575
-5% -$11K 0.02% 348
2016
Q1
$231K Buy
11,990
+703
+6% +$13.5K 0.02% 358
2015
Q4
$206K Buy
+11,287
New +$206K 0.02% 358