CIBC Private Wealth Group’s Western Union WU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $173K | Sell |
20,540
-658
| -3% | -$5.54K | ﹤0.01% | 1180 |
|
|
2025
Q1 | $193K | Buy |
21,198
+658
| +3% | +$5.98K | ﹤0.01% | 1091 |
|
|
2024
Q4 | $214K | Hold |
20,540
| – | – | ﹤0.01% | 1133 |
|
|
2024
Q3 | $245K | Hold |
20,540
| – | – | ﹤0.01% | 1097 |
|
|
2024
Q2 | $252K | Sell |
20,540
-8
| -0% | -$98 | ﹤0.01% | 1009 |
|
|
2024
Q1 | $282K | Sell |
20,548
-462
| -2% | -$6.35K | ﹤0.01% | 994 |
|
|
2023
Q4 | $250K | Hold |
21,010
| – | – | ﹤0.01% | 993 |
|
|
2023
Q3 | $277K | Buy |
21,010
+7,884
| +60% | +$104K | ﹤0.01% | 905 |
|
|
2023
Q2 | $154K | Sell |
13,126
-4,430
| -25% | -$52K | ﹤0.01% | 848 |
|
|
2023
Q1 | $196K | Buy |
17,556
+1,126
| +7% | +$12.6K | ﹤0.01% | 848 |
|
|
2022
Q4 | $226 | Sell |
16,430
-570
| -3% | -$8 | ﹤0.01% | 816 |
|
|
2022
Q3 | $230K | Hold |
17,000
| – | – | ﹤0.01% | 836 |
|
|
2022
Q2 | $280K | Sell |
17,000
-13,704
| -45% | -$226K | ﹤0.01% | 810 |
|
|
2022
Q1 | $575K | Buy |
30,704
+2,025
| +7% | +$37.9K | ﹤0.01% | 719 |
|
|
2021
Q4 | $511K | Buy |
+28,679
| New | +$511K | ﹤0.01% | 771 |
|
|
2021
Q3 | – | Sell |
-27,499
| Closed | -$631K | – | 1029 |
|
|
2021
Q2 | $631K | Hold |
27,499
| – | – | ﹤0.01% | 760 |
|
|
2021
Q1 | $678K | Hold |
27,499
| – | – | ﹤0.01% | 741 |
|
|
2020
Q4 | $603K | Sell |
27,499
-2,000
| -7% | -$43.9K | ﹤0.01% | 738 |
|
|
2020
Q3 | $636K | Buy |
29,499
+19,000
| +181% | +$410K | ﹤0.01% | 647 |
|
|
2020
Q2 | $227K | Sell |
10,499
-20,628
| -66% | -$446K | ﹤0.01% | 585 |
|
|
2020
Q1 | $564K | Buy |
31,127
+19,029
| +157% | +$345K | ﹤0.01% | 604 |
|
|
2019
Q4 | $324K | Buy |
12,098
+175
| +1% | +$4.69K | ﹤0.01% | 785 |
|
|
2019
Q3 | $276K | Sell |
11,923
-450
| -4% | -$10.4K | ﹤0.01% | 796 |
|
|
2019
Q2 | $246K | Buy |
12,373
+1,402
| +13% | +$27.9K | ﹤0.01% | 855 |
|
|
2019
Q1 | $203K | Sell |
10,971
-16,921
| -61% | -$313K | ﹤0.01% | 897 |
|
|
2018
Q4 | $475K | Buy |
27,892
+162
| +0.6% | +$2.76K | ﹤0.01% | 693 |
|
|
2018
Q3 | $528K | Sell |
27,730
-2,357
| -8% | -$44.9K | ﹤0.01% | 764 |
|
|
2018
Q2 | $613K | Sell |
30,087
-113
| -0.4% | -$2.3K | ﹤0.01% | 735 |
|
|
2018
Q1 | $581K | Buy |
30,200
+84
| +0.3% | +$1.62K | ﹤0.01% | 754 |
|
|
2017
Q4 | $573K | Buy |
30,116
+15,639
| +108% | +$298K | ﹤0.01% | 752 |
|
|
2017
Q3 | $279K | Buy |
14,477
+3,675
| +34% | +$70.8K | ﹤0.01% | 853 |
|
|
2017
Q2 | $206K | Sell |
10,802
-829
| -7% | -$15.8K | ﹤0.01% | 595 |
|
|
2017
Q1 | $237K | Sell |
11,631
-417
| -3% | -$8.5K | ﹤0.01% | 569 |
|
|
2016
Q4 | $261K | Buy |
12,048
+2,017
| +20% | +$43.7K | ﹤0.01% | 565 |
|
|
2016
Q3 | $209K | Buy |
+10,031
| New | +$209K | ﹤0.01% | 576 |
|
|
2016
Q2 | – | Sell |
-10,982
| Closed | -$212K | – | 605 |
|
|
2016
Q1 | $212K | Buy |
+10,982
| New | +$212K | ﹤0.01% | 576 |
|
|
2015
Q4 | – | Sell |
-10,922
| Closed | -$201K | – | 609 |
|
|
2015
Q3 | $201K | Sell |
10,922
-50
| -0.5% | -$920 | ﹤0.01% | 597 |
|
|
2015
Q2 | $223K | Sell |
10,972
-444
| -4% | -$9.02K | ﹤0.01% | 605 |
|
|
2015
Q1 | $238K | Sell |
11,416
-229
| -2% | -$4.77K | ﹤0.01% | 601 |
|
|
2014
Q4 | $209K | Buy |
+11,645
| New | +$209K | ﹤0.01% | 601 |
|
|
2014
Q3 | – | Sell |
-12,145
| Closed | -$210K | – | 623 |
|
|
2014
Q2 | $210K | Sell |
12,145
-3,736
| -24% | -$64.6K | ﹤0.01% | 591 |
|
|
2014
Q1 | $266K | Buy |
+15,881
| New | +$266K | ﹤0.01% | 559 |
|