Caldwell Trust’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $36.9K | Sell |
4,223
-20
| -0.5% | -$189 | ﹤0.01% | 525 |
|
|
2025
Q4 | $39.5K | Sell |
4,243
-864
| -17% | -$7.63K | ﹤0.01% | 510 |
|
|
2025
Q3 | $40.8K | Sell |
5,107
-275
| -5% | -$2.3K | ﹤0.01% | 499 |
|
|
2025
Q2 | $45.3K | Sell |
5,382
-400
| -7% | -$3.8K | ﹤0.01% | 478 |
|
|
2025
Q1 | $61.2K | Sell |
5,782
-2,299
| -28% | -$24.4K | 0.01% | 432 |
|
|
2024
Q4 | $85.7K | Sell |
8,081
-74
| -0.9% | -$820 | 0.01% | 393 |
|
|
2024
Q3 | $97.3K | Sell |
8,155
-134
| -2% | -$1.62K | 0.01% | 381 |
|
|
2024
Q2 | $101K | Sell |
8,289
-2,298
| -22% | -$29.9K | 0.01% | 382 |
|
|
2024
Q1 | $148K | Sell |
10,587
-1,102
| -9% | -$14.2K | 0.02% | 342 |
|
|
2023
Q4 | $139K | Sell |
11,689
-2,009
| -15% | -$24.5K | 0.02% | 334 |
|
|
2023
Q3 | $181K | Sell |
13,698
-2,192
| -14% | -$26.9K | 0.02% | 298 |
|
|
2023
Q2 | $186K | Sell |
15,890
-9,249
| -37% | -$107K | 0.02% | 302 |
|
|
2023
Q1 | $280K | Sell |
25,139
-6,690
| -21% | -$87.1K | 0.04% | 245 |
|
|
2022
Q4 | $438K | Sell |
31,829
-730
| -2% | -$10.1K | 0.06% | 202 |
|
|
2022
Q3 | $440K | Sell |
32,559
-3,887
| -11% | -$60.9K | 0.07% | 197 |
|
|
2022
Q2 | $600K | Sell |
36,446
-2,077
| -5% | -$36.6K | 0.08% | 175 |
|
|
2022
Q1 | $722K | Sell |
38,523
-1,475
| -4% | -$27.3K | 0.09% | 170 |
|
|
2021
Q4 | $714K | Sell |
39,998
-10,142
| -20% | -$187K | 0.08% | 169 |
|
|
2021
Q3 | $1.01M | Sell |
50,140
-7,141
| -12% | -$158K | 0.13% | 134 |
|
|
2021
Q2 | $1.32M | Sell |
57,281
-4,488
| -7% | -$112K | 0.17% | 109 |
|
|
2021
Q1 | $1.52M | Sell |
61,769
-5,253
| -8% | -$124K | 0.21% | 97 |
|
|
2020
Q4 | $1.47M | Sell |
67,022
-3,216
| -5% | -$69.8K | 0.22% | 96 |
|
|
2020
Q3 | $1.51M | Sell |
70,238
-15,050
| -18% | -$342K | 0.25% | 89 |
|
|
2020
Q2 | $1.84M | Sell |
85,288
-3,033
| -3% | -$61.6K | 0.31% | 77 |
|
|
2020
Q1 | $1.6M | Sell |
88,321
-2,395
| -3% | -$58.7K | 0.3% | 77 |
|
|
2019
Q4 | $2.43M | Buy |
+90,716
| New | +$2.35M | 0.37% | 68 |
|
Other funds holding WU
VPM
VCM
