Carson Wealth (CWM LLC)’s Western Union WU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $189K | Sell |
22,462
-126,428
| -85% | -$1.06M | ﹤0.01% | 2225 |
|
|
2025
Q1 | $1.58M | Buy |
148,890
+96,894
| +186% | +$1.02M | 0.01% | 917 |
|
|
2024
Q4 | $551K | Buy |
51,996
+25,848
| +99% | +$274K | ﹤0.01% | 1340 |
|
|
2024
Q3 | $312K | Buy |
26,148
+6,554
| +33% | +$78.2K | ﹤0.01% | 1525 |
|
|
2024
Q2 | $239K | Buy |
19,594
+644
| +3% | +$7.86K | ﹤0.01% | 1495 |
|
|
2024
Q1 | $265K | Buy |
18,950
+7,647
| +68% | +$107K | ﹤0.01% | 1387 |
|
|
2023
Q4 | $135K | Sell |
11,303
-285
| -2% | -$3.4K | ﹤0.01% | 1597 |
|
|
2023
Q3 | $153K | Buy |
11,588
+4,324
| +60% | +$57.1K | ﹤0.01% | 1418 |
|
|
2023
Q2 | $85K | Buy |
7,264
+4,124
| +131% | +$48.3K | ﹤0.01% | 1653 |
|
|
2023
Q1 | $35K | Sell |
3,140
-1,287
| -29% | -$14.3K | ﹤0.01% | 2119 |
|
|
2022
Q4 | $61K | Sell |
4,427
-487
| -10% | -$6.71K | ﹤0.01% | 1625 |
|
|
2022
Q3 | $66K | Buy |
4,914
+4,424
| +903% | +$59.4K | ﹤0.01% | 1532 |
|
|
2022
Q2 | $8K | Sell |
490
-848
| -63% | -$13.8K | ﹤0.01% | 2747 |
|
|
2022
Q1 | $25K | Sell |
1,338
-361
| -21% | -$6.75K | ﹤0.01% | 1954 |
|
|
2021
Q4 | $30K | Buy |
+1,699
| New | +$30K | ﹤0.01% | 1782 |
|
|
2021
Q2 | $7K | Hold |
320
| – | – | ﹤0.01% | 2255 |
|
|
2021
Q1 | $7K | Hold |
320
| – | – | ﹤0.01% | 2255 |
|
|
2020
Q4 | $7K | Hold |
320
| – | – | ﹤0.01% | 2255 |
|
|
2020
Q3 | $7K | Hold |
320
| – | – | ﹤0.01% | 2255 |
|
|
2020
Q2 | $7K | Hold |
320
| – | – | ﹤0.01% | 2255 |
|
|
2020
Q1 | $7K | Hold |
320
| – | – | ﹤0.01% | 2255 |
|
|
2019
Q4 | $7K | Hold |
320
| – | – | ﹤0.01% | 2255 |
|
|
2019
Q3 | $7K | Hold |
320
| – | – | ﹤0.01% | 2255 |
|
|
2019
Q2 | $7K | Hold |
320
| – | – | ﹤0.01% | 2255 |
|
|
2019
Q1 | $7K | Sell |
320
-428
| -57% | -$9.36K | ﹤0.01% | 2255 |
|
|
2018
Q4 | $13K | Sell |
748
-28
| -4% | -$487 | ﹤0.01% | 1255 |
|
|
2018
Q3 | $15K | Buy |
776
+158
| +26% | +$3.05K | ﹤0.01% | 1044 |
|
|
2018
Q2 | $13K | Hold |
618
| – | – | ﹤0.01% | 934 |
|
|
2018
Q1 | $12K | Sell |
618
-488
| -44% | -$9.48K | ﹤0.01% | 821 |
|
|
2017
Q4 | $21K | Buy |
1,106
+342
| +45% | +$6.49K | ﹤0.01% | 692 |
|
|
2017
Q3 | $15K | Hold |
764
| – | – | ﹤0.01% | 793 |
|
|
2017
Q2 | $15K | Hold |
764
| – | – | ﹤0.01% | 701 |
|
|
2017
Q1 | $16K | Sell |
764
-170
| -18% | -$3.56K | ﹤0.01% | 656 |
|
|
2016
Q4 | $20K | Buy |
934
+170
| +22% | +$3.64K | ﹤0.01% | 585 |
|
|
2016
Q3 | $16K | Hold |
764
| – | – | ﹤0.01% | 590 |
|
|
2016
Q2 | $15K | Hold |
764
| – | – | ﹤0.01% | 502 |
|
|
2016
Q1 | $15K | Hold |
764
| – | – | ﹤0.01% | 482 |
|
|
2015
Q4 | $14K | Sell |
764
-200
| -21% | -$3.67K | ﹤0.01% | 429 |
|
|
2015
Q3 | $18K | Buy |
+964
| New | +$18K | ﹤0.01% | 380 |
|