CAPTRUST Financial Advisors’s Western Union WU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Sell |
28,689
-20,197
| -41% | -$170K | ﹤0.01% | 2178 |
|
|
2025
Q1 | $517K | Buy |
48,886
+26,588
| +119% | +$281K | ﹤0.01% | 1620 |
|
|
2024
Q4 | $236K | Buy |
22,298
+982
| +5% | +$10.4K | ﹤0.01% | 2053 |
|
|
2024
Q3 | $254K | Sell |
21,316
-1,047
| -5% | -$12.5K | ﹤0.01% | 1984 |
|
|
2024
Q2 | $273K | Buy |
22,363
+5,190
| +30% | +$63.4K | ﹤0.01% | 1864 |
|
|
2024
Q1 | $240K | Sell |
17,173
-51,498
| -75% | -$720K | ﹤0.01% | 1905 |
|
|
2023
Q4 | $819K | Buy |
68,671
+32,907
| +92% | +$392K | ﹤0.01% | 1393 |
|
|
2023
Q3 | $471K | Buy |
35,764
+3,293
| +10% | +$43.4K | ﹤0.01% | 1681 |
|
|
2023
Q2 | $381K | Buy |
32,471
+6,015
| +23% | +$70.6K | ﹤0.01% | 1803 |
|
|
2023
Q1 | $295K | Buy |
26,456
+3,040
| +13% | +$33.9K | ﹤0.01% | 1758 |
|
|
2022
Q4 | $322K | Sell |
23,416
-2,511
| -10% | -$34.6K | ﹤0.01% | 1595 |
|
|
2022
Q3 | $350K | Buy |
25,927
+2,079
| +9% | +$28.1K | ﹤0.01% | 1442 |
|
|
2022
Q2 | $393K | Sell |
23,848
-1,850
| -7% | -$30.5K | ﹤0.01% | 1262 |
|
|
2022
Q1 | $482K | Sell |
25,698
-19,895
| -44% | -$373K | ﹤0.01% | 1171 |
|
|
2021
Q4 | $813K | Buy |
45,593
+1,548
| +4% | +$27.6K | 0.01% | 898 |
|
|
2021
Q3 | $891K | Sell |
44,045
-635,889
| -94% | -$12.9M | 0.01% | 804 |
|
|
2021
Q2 | $15.6M | Buy |
679,934
+22,994
| +4% | +$528K | 0.15% | 151 |
|
|
2021
Q1 | $16.2M | Buy |
656,940
+59,681
| +10% | +$1.47M | 0.18% | 131 |
|
|
2020
Q4 | $13.1M | Buy |
597,259
+62,236
| +12% | +$1.37M | 0.17% | 133 |
|
|
2020
Q3 | $11.5M | Sell |
535,023
-91,145
| -15% | -$1.96M | 0.19% | 132 |
|
|
2020
Q2 | $13.6M | Buy |
626,168
+133,125
| +27% | +$2.89M | 0.22% | 114 |
|
|
2020
Q1 | $8.68M | Sell |
493,043
-18,676
| -4% | -$329K | 0.19% | 128 |
|
|
2019
Q4 | $13.4M | Buy |
511,719
+506,763
| +10,225% | +$13.3M | 0.21% | 122 |
|
|
2019
Q3 | $115K | Hold |
4,956
| – | – | ﹤0.01% | 728 |
|
|
2019
Q2 | $99K | Buy |
4,956
+59
| +1% | +$1.18K | ﹤0.01% | 768 |
|
|
2019
Q1 | $90K | Hold |
4,897
| – | – | ﹤0.01% | 736 |
|
|
2018
Q4 | $84K | Buy |
4,897
+317
| +7% | +$5.44K | ﹤0.01% | 633 |
|
|
2018
Q3 | $87K | Buy |
4,580
+4,056
| +774% | +$77K | ﹤0.01% | 640 |
|
|
2018
Q2 | $11K | Buy |
524
+4
| +0.8% | +$84 | ﹤0.01% | 1153 |
|
|
2018
Q1 | $10K | Buy |
+520
| New | +$10K | ﹤0.01% | 1032 |
|