Cerity Partners’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Sell |
37,523
-37,967
| -50% | -$320K | ﹤0.01% | 2131 |
|
|
2025
Q1 | $799K | Buy |
75,490
+2,695
| +4% | +$28.5K | ﹤0.01% | 1526 |
|
|
2024
Q4 | $786K | Buy |
72,795
+43,095
| +145% | +$466K | ﹤0.01% | 1529 |
|
|
2024
Q3 | $354K | Sell |
29,700
-91,001
| -75% | -$1.09M | ﹤0.01% | 1958 |
|
|
2024
Q2 | $1.47M | Buy |
120,701
+91,147
| +308% | +$1.11M | ﹤0.01% | 1052 |
|
|
2024
Q1 | $413K | Buy |
+29,554
| New | +$413K | ﹤0.01% | 1700 |
|
|
2018
Q3 | – | Sell |
-12,568
| Closed | -$256K | – | 566 |
|
|
2018
Q2 | $256K | Sell |
12,568
-13,126
| -51% | -$267K | 0.02% | 456 |
|
|
2018
Q1 | $494K | Sell |
25,694
-8,554
| -25% | -$164K | 0.04% | 334 |
|
|
2017
Q4 | $651K | Buy |
34,248
+20
| +0.1% | +$380 | 0.04% | 289 |
|
|
2017
Q3 | $657K | Buy |
34,228
+26,407
| +338% | +$507K | 0.05% | 280 |
|
|
2017
Q2 | $309K | Sell |
7,821
-15,904
| -67% | -$628K | 0.03% | 285 |
|
|
2017
Q1 | $483K | Buy |
+23,725
| New | +$483K | 0.04% | 265 |
|