Carson Wealth (CWM LLC)’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 | $224K | Buy |
25,636
+10,345
| +68% | +$97.9K | ﹤0.01% | 2640 |
|
|
2025
Q4 | $142K | Buy |
15,291
+7,011
| +85% | +$61.9K | ﹤0.01% | 2824 |
|
|
2025
Q3 | $66K | Sell |
8,280
-14,182
| -63% | -$119K | ﹤0.01% | 3309 |
|
|
2025
Q2 | $189K | Sell |
22,462
-126,428
| -85% | -$1.2M | ﹤0.01% | 2227 |
|
|
2025
Q1 | $1.57M | Buy |
148,890
+96,894
| +186% | +$1.03M | 0.01% | 917 |
|
|
2024
Q4 | $551K | Buy |
51,996
+25,848
| +99% | +$286K | ﹤0.01% | 1341 |
|
|
2024
Q3 | $312K | Buy |
26,148
+6,554
| +33% | +$79.1K | ﹤0.01% | 1526 |
|
|
2024
Q2 | $239K | Buy |
19,594
+644
| +3% | +$8.37K | ﹤0.01% | 1497 |
|
|
2024
Q1 | $265K | Buy |
18,950
+7,647
| +68% | +$98.5K | ﹤0.01% | 1388 |
|
|
2023
Q4 | $135K | Sell |
11,303
-285
| -2% | -$3.48K | ﹤0.01% | 1599 |
|
|
2023
Q3 | $153K | Buy |
11,588
+4,324
| +60% | +$53K | ﹤0.01% | 1419 |
|
|
2023
Q2 | $85K | Buy |
7,264
+4,124
| +131% | +$47.5K | ﹤0.01% | 1655 |
|
|
2023
Q1 | $35K | Sell |
3,140
-1,287
| -29% | -$16.8K | ﹤0.01% | 2121 |
|
|
2022
Q4 | $61K | Sell |
4,427
-487
| -10% | -$6.72K | ﹤0.01% | 1627 |
|
|
2022
Q3 | $66K | Buy |
4,914
+4,424
| +903% | +$69.3K | ﹤0.01% | 1534 |
|
|
2022
Q2 | $8K | Sell |
490
-848
| -63% | -$14.9K | ﹤0.01% | 2751 |
|
|
2022
Q1 | $25K | Sell |
1,338
-361
| -21% | -$6.68K | ﹤0.01% | 1957 |
|
|
2021
Q4 | $30K | Buy |
+1,699
| New | +$31.3K | ﹤0.01% | 1784 |
|
|
2021
Q2 | $7K | Hold |
320
| – | – | ﹤0.01% | 2265 |
|
|
2021
Q1 | $7K | Hold |
320
| – | – | ﹤0.01% | 2265 |
|
|
2020
Q4 | $7K | Hold |
320
| – | – | ﹤0.01% | 2264 |
|
|
2020
Q3 | $7K | Hold |
320
| – | – | ﹤0.01% | 2262 |
|
|
2020
Q2 | $7K | Hold |
320
| – | – | ﹤0.01% | 2261 |
|
|
2020
Q1 | $7K | Hold |
320
| – | – | ﹤0.01% | 2261 |
|
|
2019
Q4 | $7K | Hold |
320
| – | – | ﹤0.01% | 2261 |
|
|
2019
Q3 | $7K | Hold |
320
| – | – | ﹤0.01% | 2260 |
|
|
2019
Q2 | $7K | Hold |
320
| – | – | ﹤0.01% | 2260 |
|
|
2019
Q1 | $7K | Sell |
320
-428
| -57% | -$7.7K | ﹤0.01% | 2259 |
|
|
2018
Q4 | $13K | Sell |
748
-28
| -4% | -$509 | ﹤0.01% | 1260 |
|
|
2018
Q3 | $15K | Buy |
776
+158
| +26% | +$3.07K | ﹤0.01% | 1047 |
|
|
2018
Q2 | $13K | Hold |
618
| – | – | ﹤0.01% | 938 |
|
|
2018
Q1 | $12K | Sell |
618
-488
| -44% | -$9.8K | ﹤0.01% | 822 |
|
|
2017
Q4 | $21K | Buy |
1,106
+342
| +45% | +$6.71K | ﹤0.01% | 693 |
|
|
2017
Q3 | $15K | Hold |
764
| – | – | ﹤0.01% | 794 |
|
|
2017
Q2 | $15K | Hold |
764
| – | – | ﹤0.01% | 702 |
|
|
2017
Q1 | $16K | Sell |
764
-170
| -18% | -$3.47K | ﹤0.01% | 657 |
|
|
2016
Q4 | $20K | Buy |
934
+170
| +22% | +$3.53K | ﹤0.01% | 586 |
|
|
2016
Q3 | $16K | Hold |
764
| – | – | ﹤0.01% | 591 |
|
|
2016
Q2 | $15K | Hold |
764
| – | – | ﹤0.01% | 503 |
|
|
2016
Q1 | $15K | Hold |
764
| – | – | ﹤0.01% | 483 |
|
|
2015
Q4 | $14K | Sell |
764
-200
| -21% | -$3.78K | ﹤0.01% | 430 |
|
|
2015
Q3 | $18K | Buy |
+964
| New | +$18.3K | ﹤0.01% | 381 |
|
Other funds holding WU
Carson Wealth (CWM LLC)'s WU Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Western Union (WU) stake by 68% in Q1 2026, buying an estimated $97.9K and bringing the position to 25,636 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #2640.
Carson Wealth (CWM LLC) first reported a position in WU in Q3 2015 and has held it in 42 quarters since. The position peaked at $1.57M in Q1 2025. 511 funds tracked by Wall St. Rank hold WU as of Q1 2026.
- Carson Wealth (CWM LLC) held 25,636 shares of Western Union worth $224K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 10,345 Western Union shares in Q1 2026, an estimated $97.9K.
- Western Union made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2640 holding.
- Carson Wealth (CWM LLC) first reported a position in Western Union in Q3 2015 and has held it in 42 quarters since.
- Carson Wealth (CWM LLC)'s Western Union position peaked at $1.57M in Q1 2025.
- 511 funds tracked by Wall St. Rank held Western Union as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.