Caldwell Trust’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.3K | Sell |
5,382
-400
|
|
||||
|
2025
Q1 | $61.2K | Sell |
5,782
-2,299
|
|
||||
|
2024
Q4 | $85.7K | Sell |
8,081
-74
|
|
||||
|
2024
Q3 | $97.3K | Sell |
8,155
-134
|
|
||||
|
2024
Q2 | $101K | Sell |
8,289
-2,298
|
|
||||
|
2024
Q1 | $148K | Sell |
10,587
-1,102
|
|
||||
|
2023
Q4 | $139K | Sell |
11,689
-2,009
|
|
||||
|
2023
Q3 | $181K | Sell |
13,698
-2,192
|
|
||||
|
2023
Q2 | $186K | Sell |
15,890
-9,249
|
|
||||
|
2023
Q1 | $280K | Sell |
25,139
-6,690
|
|
||||
|
2022
Q4 | $438K | Sell |
31,829
-730
|
|
||||
|
2022
Q3 | $440K | Sell |
32,559
-3,887
|
|
||||
|
2022
Q2 | $600K | Sell |
36,446
-2,077
|
|
||||
|
2022
Q1 | $722K | Sell |
38,523
-1,475
|
|
||||
|
2021
Q4 | $714K | Sell |
39,998
-10,142
|
|
||||
|
2021
Q3 | $1.01M | Sell |
50,140
-7,141
|
|
||||
|
2021
Q2 | $1.32M | Sell |
57,281
-4,488
|
|
||||
|
2021
Q1 | $1.52M | Sell |
61,769
-5,253
|
|
||||
|
2020
Q4 | $1.47M | Sell |
67,022
-3,216
|
|
||||
|
2020
Q3 | $1.51M | Sell |
70,238
-15,050
|
|
||||
|
2020
Q2 | $1.84M | Sell |
85,288
-3,033
|
|
||||
|
2020
Q1 | $1.6M | Sell |
88,321
-2,395
|
|
||||
|
2019
Q4 | $2.43M | Buy |
+90,716
|
|