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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $278K | Sell |
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|
2025
Q2 | $317K | Buy |
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|
2025
Q1 | $398K | Buy |
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|
2024
Q4 | $366K | Hold |
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|
2024
Q3 | $411K | Sell |
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|
2024
Q2 | $422K | Hold |
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|
2024
Q1 | $461K | Hold |
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|
2023
Q4 | $411K | Sell |
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|
2023
Q3 | $910K | Buy |
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|
2023
Q2 | $405K | Hold |
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|
2023
Q1 | $385K | Hold |
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|
2022
Q4 | $475K | Hold |
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|
2022
Q3 | $466K | Hold |
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|
2022
Q2 | $568K | Hold |
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|
2022
Q1 | $647K | Hold |
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|
2021
Q4 | $616K | Sell |
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|
2021
Q3 | $717K | Hold |
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|
2021
Q2 | $814K | Hold |
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|
2021
Q1 | $874K | Hold |
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|
2020
Q4 | $778K | Buy |
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|
2020
Q3 | $739K | Sell |
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|
2020
Q2 | $772K | Buy |
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|
2020
Q1 | $281K | Hold |
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|
2019
Q4 | $415K | Hold |
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|
2019
Q3 | $359K | Hold |
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|
2019
Q2 | $308K | Hold |
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|
2019
Q1 | $286K | Hold |
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|
2018
Q4 | $264K | Hold |
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|
2018
Q3 | $295K | Hold |
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|
2018
Q2 | $315K | Hold |
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|
2018
Q1 | $298K | Hold |
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|
2017
Q4 | $295K | Hold |
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|
2017
Q3 | $298K | Sell |
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|
2017
Q2 | $296K | Buy |
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|
2017
Q1 | $315K | Hold |
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|
2016
Q4 | $337K | Buy |
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