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 |
|