Clearstead Advisors’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 | $301K | Hold |
34,487
| – | – | ﹤0.01% | 861 |
|
|
2025
Q4 | $321K | Sell |
34,487
-331
| -1% | -$2.92K | ﹤0.01% | 790 |
|
|
2025
Q3 | $278K | Sell |
34,818
-2,791
| -7% | -$23.3K | ﹤0.01% | 802 |
|
|
2025
Q2 | $317K | Buy |
37,609
+22
| +0.1% | +$209 | ﹤0.01% | 745 |
|
|
2025
Q1 | $398K | Buy |
37,587
+3,100
| +9% | +$32.9K | 0.01% | 637 |
|
|
2024
Q4 | $366K | Hold |
34,487
| – | – | 0.01% | 662 |
|
|
2024
Q3 | $411K | Sell |
34,487
-20
| -0.1% | -$241 | 0.01% | 623 |
|
|
2024
Q2 | $422K | Hold |
34,507
| – | – | 0.01% | 577 |
|
|
2024
Q1 | $461K | Hold |
34,507
| – | – | 0.02% | 322 |
|
|
2023
Q4 | $411K | Sell |
34,507
-34,507
| -50% | -$421K | 0.02% | 343 |
|
|
2023
Q3 | $910K | Buy |
69,014
+34,507
| +100% | +$423K | 0.03% | 315 |
|
|
2023
Q2 | $405K | Hold |
34,507
| – | – | 0.02% | 320 |
|
|
2023
Q1 | $385K | Hold |
34,507
| – | – | 0.03% | 299 |
|
|
2022
Q4 | $475K | Hold |
34,507
| – | – | 0.04% | 262 |
|
|
2022
Q3 | $466K | Hold |
34,507
| – | – | 0.04% | 236 |
|
|
2022
Q2 | $568K | Hold |
34,507
| – | – | 0.04% | 231 |
|
|
2022
Q1 | $647K | Hold |
34,507
| – | – | 0.04% | 230 |
|
|
2021
Q4 | $616K | Sell |
34,507
-941
| -3% | -$17.4K | 0.04% | 229 |
|
|
2021
Q3 | $717K | Hold |
35,448
| – | – | 0.05% | 204 |
|
|
2021
Q2 | $814K | Hold |
35,448
| – | – | 0.06% | 185 |
|
|
2021
Q1 | $874K | Hold |
35,448
| – | – | 0.07% | 169 |
|
|
2020
Q4 | $778K | Buy |
35,448
+941
| +3% | +$20.4K | 0.07% | 170 |
|
|
2020
Q3 | $739K | Sell |
34,507
-1,200
| -3% | -$27.2K | 0.08% | 154 |
|
|
2020
Q2 | $772K | Buy |
35,707
+20,207
| +130% | +$410K | 0.09% | 152 |
|
|
2020
Q1 | $281K | Hold |
15,500
| – | – | 0.04% | 202 |
|
|
2019
Q4 | $415K | Hold |
15,500
| – | – | 0.05% | 197 |
|
|
2019
Q3 | $359K | Hold |
15,500
| – | – | 0.05% | 198 |
|
|
2019
Q2 | $308K | Hold |
15,500
| – | – | 0.04% | 215 |
|
|
2019
Q1 | $286K | Hold |
15,500
| – | – | 0.04% | 219 |
|
|
2018
Q4 | $264K | Hold |
15,500
| – | – | 0.04% | 212 |
|
|
2018
Q3 | $295K | Hold |
15,500
| – | – | 0.04% | 197 |
|
|
2018
Q2 | $315K | Hold |
15,500
| – | – | 0.04% | 186 |
|
|
2018
Q1 | $298K | Hold |
15,500
| – | – | 0.04% | 185 |
|
|
2017
Q4 | $295K | Hold |
15,500
| – | – | 0.04% | 181 |
|
|
2017
Q3 | $298K | Sell |
15,500
-53
| -0.3% | -$1.01K | 0.04% | 196 |
|
|
2017
Q2 | $296K | Buy |
15,553
+53
| +0.3% | +$1.03K | 0.04% | 185 |
|
|
2017
Q1 | $315K | Hold |
15,500
| – | – | 0.05% | 173 |
|
|
2016
Q4 | $337K | Buy |
+15,500
| New | +$322K | 0.05% | 159 |
|
Other funds holding WU
VPM
VCM
