Creative Planning’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 | $295K | Buy |
33,817
+3,213
| +10% | +$30.4K | ﹤0.01% | 3440 |
|
|
2025
Q4 | $285K | Buy |
30,604
+623
| +2% | +$5.5K | ﹤0.01% | 3277 |
|
|
2025
Q3 | $240K | Buy |
29,981
+712
| +2% | +$5.95K | ﹤0.01% | 3326 |
|
|
2025
Q2 | $246K | Sell |
29,269
-196
| -0.7% | -$1.86K | ﹤0.01% | 3064 |
|
|
2025
Q1 | $312K | Buy |
29,465
+7,421
| +34% | +$78.6K | ﹤0.01% | 2720 |
|
|
2024
Q4 | $234K | Buy |
22,044
+1,029
| +5% | +$11.4K | ﹤0.01% | 2860 |
|
|
2024
Q3 | $251K | Sell |
21,015
-554
| -3% | -$6.68K | ﹤0.01% | 2675 |
|
|
2024
Q2 | $264K | Sell |
21,569
-2
| -0% | -$26 | ﹤0.01% | 2467 |
|
|
2024
Q1 | $302K | Sell |
21,571
-2,076
| -9% | -$26.7K | ﹤0.01% | 2249 |
|
|
2023
Q4 | $282K | Sell |
23,647
-511
| -2% | -$6.23K | ﹤0.01% | 2138 |
|
|
2023
Q3 | $318K | Buy |
24,158
+1,035
| +4% | +$12.7K | ﹤0.01% | 1884 |
|
|
2023
Q2 | $271K | Sell |
23,123
-6,377
| -22% | -$73.5K | ﹤0.01% | 1989 |
|
|
2023
Q1 | $329K | Sell |
29,500
-606
| -2% | -$7.89K | ﹤0.01% | 1747 |
|
|
2022
Q4 | $415K | Sell |
30,106
-1,575
| -5% | -$21.7K | ﹤0.01% | 1527 |
|
|
2022
Q3 | $428K | Buy |
31,681
+2,668
| +9% | +$41.8K | ﹤0.01% | 1428 |
|
|
2022
Q2 | $478K | Buy |
29,013
+6,124
| +27% | +$108K | ﹤0.01% | 1348 |
|
|
2022
Q1 | $429K | Sell |
22,889
-3,489
| -13% | -$64.5K | ﹤0.01% | 1412 |
|
|
2021
Q4 | $471K | Buy |
26,378
+2,814
| +12% | +$51.9K | ﹤0.01% | 1339 |
|
|
2021
Q3 | $476K | Buy |
23,564
+1,342
| +6% | +$29.6K | ﹤0.01% | 1334 |
|
|
2021
Q2 | $510K | Sell |
22,222
-10,710
| -33% | -$267K | ﹤0.01% | 1271 |
|
|
2021
Q1 | $812K | Buy |
32,932
+7,979
| +32% | +$188K | ﹤0.01% | 1154 |
|
|
2020
Q4 | $547K | Buy |
24,953
+216
| +0.9% | +$4.69K | ﹤0.01% | 1261 |
|
|
2020
Q3 | $530K | Buy |
24,737
+5,590
| +29% | +$127K | ﹤0.01% | 1107 |
|
|
2020
Q2 | $414K | Sell |
19,147
-1,039
| -5% | -$21.1K | ﹤0.01% | 1130 |
|
|
2020
Q1 | $366K | Buy |
20,186
+2,576
| +15% | +$63.2K | ﹤0.01% | 1096 |
|
|
2019
Q4 | $472K | Buy |
17,610
+73
| +0.4% | +$1.89K | ﹤0.01% | 1141 |
|
|
2019
Q3 | $406K | Buy |
17,537
+95
| +0.5% | +$2.05K | ﹤0.01% | 1189 |
|
|
2019
Q2 | $347K | Sell |
17,442
-4,806
| -22% | -$93.7K | ﹤0.01% | 1278 |
|
|
2019
Q1 | $411K | Sell |
22,248
-944
| -4% | -$17K | ﹤0.01% | 1151 |
|
|
2018
Q4 | $396K | Sell |
23,192
-55
| -0.2% | -$1K | ﹤0.01% | 1080 |
|
|
2018
Q3 | $443K | Buy |
23,247
+4,289
| +23% | +$83.3K | ﹤0.01% | 1154 |
|
|
2018
Q2 | $385K | Buy |
18,958
+349
| +2% | +$6.95K | ﹤0.01% | 1222 |
|
|
2018
Q1 | $358K | Sell |
18,609
-82
| -0.4% | -$1.65K | ﹤0.01% | 1254 |
|
|
2017
Q4 | $355K | Buy |
18,691
+962
| +5% | +$18.9K | ﹤0.01% | 1268 |
|
|
2017
Q3 | $340K | Buy |
17,729
+94
| +0.5% | +$1.79K | ﹤0.01% | 1259 |
|
|
2017
Q2 | $336K | Buy |
17,635
+571
| +3% | +$11.1K | ﹤0.01% | 1220 |
|
|
2017
Q1 | $347K | Sell |
17,064
-481
| -3% | -$9.82K | ﹤0.01% | 1180 |
|
|
2016
Q4 | $381K | Buy |
17,545
+95
| +0.5% | +$1.97K | ﹤0.01% | 1062 |
|
|
2016
Q3 | $363K | Sell |
17,450
-34
| -0.2% | -$699 | ﹤0.01% | 1069 |
|
|
2016
Q2 | $335K | Buy |
17,484
+1,071
| +7% | +$20.8K | ﹤0.01% | 974 |
|
|
2016
Q1 | $317K | Buy |
16,413
+429
| +3% | +$7.72K | ﹤0.01% | 964 |
|
|
2015
Q4 | $286K | Sell |
15,984
-1,183
| -7% | -$22.3K | ﹤0.01% | 1015 |
|
|
2015
Q3 | $315K | Buy |
17,167
+1,275
| +8% | +$24.3K | ﹤0.01% | 949 |
|
|
2015
Q2 | $323K | Sell |
15,892
-728
| -4% | -$15.5K | ﹤0.01% | 778 |
|
|
2015
Q1 | $346K | Buy |
16,620
+695
| +4% | +$12.9K | ﹤0.01% | 926 |
|
|
2014
Q4 | $285K | Buy |
15,925
+1,070
| +7% | +$18.6K | ﹤0.01% | 967 |
|
|
2014
Q3 | $238K | Sell |
14,855
-132
| -0.9% | -$2.27K | ﹤0.01% | 976 |
|
|
2014
Q2 | $260K | Buy |
14,987
+2,170
| +17% | +$35K | ﹤0.01% | 913 |
|
|
2014
Q1 | $210K | Sell |
12,817
-2,320
| -15% | -$37.8K | ﹤0.01% | 976 |
|
|
2013
Q4 | $261K | Buy |
15,137
+4,405
| +41% | +$77.2K | ﹤0.01% | 739 |
|
|
2013
Q3 | $200K | Sell |
10,732
-407
| -4% | -$7.31K | ﹤0.01% | 769 |
|
|
2013
Q2 | $191K | Buy |
+11,139
| New | +$176K | ﹤0.01% | 698 |
|
Other funds holding WU
VPM
VCM
