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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $40.8K | Sell |
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|
2025
Q2 | $45.3K | Sell |
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|
2025
Q1 | $61.2K | Sell |
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|
2024
Q4 | $85.7K | Sell |
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|
2024
Q3 | $97.3K | Sell |
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|
2024
Q2 | $101K | Sell |
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|
2024
Q1 | $148K | Sell |
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|
2023
Q4 | $139K | Sell |
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|
2023
Q3 | $181K | Sell |
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|
2023
Q2 | $186K | Sell |
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|
2023
Q1 | $280K | Sell |
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|
2022
Q4 | $438K | Sell |
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|
2022
Q3 | $440K | Sell |
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|
2022
Q2 | $600K | Sell |
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|
2022
Q1 | $722K | Sell |
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|
2021
Q4 | $714K | Sell |
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|
2021
Q3 | $1.01M | Sell |
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|
2021
Q2 | $1.32M | Sell |
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|
2021
Q1 | $1.52M | Sell |
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|
2020
Q4 | $1.47M | Sell |
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|
2020
Q3 | $1.51M | Sell |
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|
2020
Q2 | $1.84M | Sell |
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|
2020
Q1 | $1.6M | Sell |
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|
2019
Q4 | $2.43M | Buy |
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