Coldstream Capital Management’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 | – | Sell |
-19,859
| Closed | -$210K | – | 3388 |
|
|
2025
Q1 | $210K | Buy |
+19,859
| New | +$210K | ﹤0.01% | 984 |
|
|
2024
Q1 | – | Sell |
-10,446
| Closed | -$125K | – | 1033 |
|
|
2023
Q4 | $125K | Sell |
10,446
-2,110
| -17% | -$25.2K | ﹤0.01% | 915 |
|
|
2023
Q3 | $165K | Buy |
+12,556
| New | +$165K | 0.01% | 769 |
|
|
2022
Q2 | – | Sell |
-14,849
| Closed | -$278K | – | 855 |
|
|
2022
Q1 | $278K | Buy |
14,849
+3,416
| +30% | +$64K | 0.01% | 600 |
|
|
2021
Q4 | $204K | Buy |
+11,433
| New | +$204K | 0.01% | 808 |
|