Concord Wealth 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 | $84 | Hold |
10
| – | – | ﹤0.01% | 838 |
|
2025
Q1 | $106 | Buy |
+10
| New | +$106 | ﹤0.01% | 790 |
|
2023
Q4 | – | Sell |
-215
| Closed | -$2.83K | – | 1039 |
|
2023
Q3 | $2.83K | Hold |
215
| – | – | ﹤0.01% | 814 |
|
2023
Q2 | $2.52K | Buy |
+215
| New | +$2.52K | ﹤0.01% | 832 |
|
2023
Q1 | – | Sell |
-415
| Closed | -$5.71K | – | 1249 |
|
2022
Q4 | $5.71K | Buy |
+415
| New | +$5.71K | ﹤0.01% | 732 |
|
2022
Q3 | – | Sell |
-688
| Closed | -$11K | – | 1174 |
|
2022
Q2 | $11K | Buy |
688
+216
| +46% | +$3.45K | ﹤0.01% | 678 |
|
2022
Q1 | $9K | Buy |
472
+1
| +0.2% | +$19 | ﹤0.01% | 809 |
|
2021
Q4 | $8K | Buy |
+471
| New | +$8K | ﹤0.01% | 847 |
|
2021
Q3 | – | Sell |
-632
| Closed | -$15K | – | 1048 |
|
2021
Q2 | $15K | Sell |
632
-21
| -3% | -$498 | ﹤0.01% | 563 |
|
2021
Q1 | $16K | Buy |
+653
| New | +$16K | 0.01% | 517 |
|