Cambridge Investment Research Advisors’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 | $804K | Buy |
92,041
+11,258
| +14% | +$107K | ﹤0.01% | 2361 |
|
|
2025
Q4 | $752K | Buy |
80,783
+23,277
| +40% | +$206K | ﹤0.01% | 2348 |
|
|
2025
Q3 | $459K | Buy |
57,506
+13,689
| +31% | +$114K | ﹤0.01% | 2755 |
|
|
2025
Q2 | $369K | Sell |
43,817
-18,349
| -30% | -$174K | ﹤0.01% | 2808 |
|
|
2025
Q1 | $658K | Sell |
62,166
-11,046
| -15% | -$117K | ﹤0.01% | 2195 |
|
|
2024
Q4 | $776K | Buy |
73,212
+32,226
| +79% | +$357K | ﹤0.01% | 2070 |
|
|
2024
Q3 | $489K | Sell |
40,986
-4,373
| -10% | -$52.7K | ﹤0.01% | 2439 |
|
|
2024
Q2 | $554K | Sell |
45,359
-3,318
| -7% | -$43.1K | ﹤0.01% | 2216 |
|
|
2024
Q1 | $681K | Sell |
48,677
-83,552
| -63% | -$1.08M | ﹤0.01% | 2011 |
|
|
2023
Q4 | $1.58M | Buy |
132,229
+75,753
| +134% | +$924K | 0.01% | 1358 |
|
|
2023
Q3 | $744K | Buy |
56,476
+791
| +1% | +$9.7K | ﹤0.01% | 1769 |
|
|
2023
Q2 | $653K | Sell |
55,685
-14,137
| -20% | -$163K | ﹤0.01% | 1933 |
|
|
2023
Q1 | $779K | Buy |
69,822
+8,737
| +14% | +$114K | ﹤0.01% | 1748 |
|
|
2022
Q4 | $841K | Buy |
61,085
+8,039
| +15% | +$111K | ﹤0.01% | 1631 |
|
|
2022
Q3 | $716K | Sell |
53,046
-12,412
| -19% | -$195K | ﹤0.01% | 1703 |
|
|
2022
Q2 | $1.08M | Buy |
65,458
+6,743
| +11% | +$119K | 0.01% | 1427 |
|
|
2022
Q1 | $1.1M | Buy |
58,715
+7,576
| +15% | +$140K | 0.01% | 1505 |
|
|
2021
Q4 | $912K | Buy |
51,139
+35,206
| +221% | +$649K | ﹤0.01% | 1636 |
|
|
2021
Q3 | $322K | Buy |
15,933
+1,482
| +10% | +$32.7K | ﹤0.01% | 2401 |
|
|
2021
Q2 | $332K | Sell |
14,451
-3,386
| -19% | -$84.3K | ﹤0.01% | 2391 |
|
|
2021
Q1 | $440K | Buy |
17,837
+7,534
| +73% | +$177K | ﹤0.01% | 1990 |
|
|
2020
Q4 | $226K | Sell |
10,303
-4,507
| -30% | -$97.8K | ﹤0.01% | 2382 |
|
|
2020
Q3 | $317K | Sell |
14,810
-189,826
| -93% | -$4.31M | ﹤0.01% | 1898 |
|
|
2020
Q2 | $4.42M | Sell |
204,636
-35,744
| -15% | -$726K | 0.03% | 487 |
|
|
2020
Q1 | $4.36M | Buy |
240,380
+13,735
| +6% | +$337K | 0.04% | 407 |
|
|
2019
Q4 | $6.07M | Buy |
226,645
+5,711
| +3% | +$148K | 0.05% | 395 |
|
|
2019
Q3 | $5.12M | Buy |
220,934
+11,829
| +6% | +$255K | 0.04% | 393 |
|
|
2019
Q2 | $4.16M | Buy |
209,105
+13,373
| +7% | +$261K | 0.04% | 464 |
|
|
2019
Q1 | $3.62M | Buy |
195,732
+185,310
| +1,778% | +$3.33M | 0.03% | 488 |
|
|
2018
Q4 | $178K | Buy |
+10,422
| New | +$190K | ﹤0.01% | 1956 |
|
|
2018
Q3 | – | Sell |
-12,191
| Closed | -$248K | – | 2309 |
|
|
2018
Q2 | $248K | Sell |
12,191
-6,630
| -35% | -$132K | ﹤0.01% | 1867 |
|
|
2018
Q1 | $362K | Sell |
18,821
-157,722
| -89% | -$3.17M | ﹤0.01% | 1530 |
|
|
2017
Q4 | $3.36M | Buy |
176,543
+6,620
| +4% | +$130K | 0.04% | 416 |
|
|
2017
Q3 | $3.26M | Buy |
169,923
+15,149
| +10% | +$289K | 0.04% | 384 |
|
|
2017
Q2 | $2.95M | Buy |
154,774
+18,563
| +14% | +$359K | 0.04% | 389 |
|
|
2017
Q1 | $2.77M | Buy |
136,211
+87,922
| +182% | +$1.79M | 0.05% | 356 |
|
|
2016
Q4 | $1.05M | Buy |
48,289
+812
| +2% | +$16.9K | 0.02% | 653 |
|
|
2016
Q3 | $988K | Buy |
47,477
+297
| +0.6% | +$6.1K | 0.02% | 688 |
|
|
2016
Q2 | $905K | Buy |
47,180
+34,763
| +280% | +$675K | 0.02% | 651 |
|
|
2016
Q1 | $240K | Sell |
12,417
-2,245
| -15% | -$40.4K | 0.01% | 1299 |
|
|
2015
Q4 | $263K | Buy |
14,662
+1,426
| +11% | +$26.9K | 0.01% | 1187 |
|
|
2015
Q3 | $243K | Buy |
13,236
+510
| +4% | +$9.71K | 0.01% | 1138 |
|
|
2015
Q2 | $259K | Sell |
12,726
-2,509
| -16% | -$53.4K | 0.01% | 1135 |
|
|
2015
Q1 | $317K | Sell |
15,235
-6,824
| -31% | -$127K | 0.01% | 1032 |
|
|
2014
Q4 | $395K | Sell |
22,059
-6,359
| -22% | -$110K | 0.01% | 887 |
|
|
2014
Q3 | $456K | Buy |
28,418
+1,151
| +4% | +$19.8K | 0.01% | 877 |
|
|
2014
Q2 | $473K | Buy |
27,267
+913
| +3% | +$14.7K | 0.02% | 777 |
|
|
2014
Q1 | $431K | Sell |
26,354
-4,535
| -15% | -$73.9K | 0.02% | 787 |
|
|
2013
Q4 | $533K | Sell |
30,889
-397
| -1% | -$6.96K | 0.02% | 634 |
|
|
2013
Q3 | $584K | Buy |
31,286
+1,893
| +6% | +$34K | 0.03% | 555 |
|
|
2013
Q2 | $503K | Buy |
+29,393
| New | +$466K | 0.03% | 544 |
|
Other funds holding WU
VPM
VCM
