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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
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|
2025
Q1 | $312K | Buy |
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|
2024
Q4 | $234K | Buy |
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|
2024
Q3 | $251K | Sell |
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|
2024
Q2 | $264K | Sell |
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|
2024
Q1 | $302K | Sell |
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|
2023
Q4 | $282K | Sell |
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|
2023
Q3 | $318K | Buy |
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|
2023
Q2 | $271K | Sell |
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|
2023
Q1 | $329K | Sell |
|
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|
2022
Q4 | $415K | Sell |
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|
2022
Q3 | $428K | Buy |
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|
2022
Q2 | $478K | Buy |
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|
2022
Q1 | $429K | Sell |
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|
2021
Q4 | $471K | Buy |
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|
2021
Q3 | $476K | Buy |
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|
2021
Q2 | $510K | Sell |
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|
2021
Q1 | $812K | Buy |
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|
2020
Q4 | $547K | Buy |
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|
2020
Q3 | $530K | Buy |
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|
2020
Q2 | $414K | Sell |
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|
2020
Q1 | $366K | Buy |
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|
2019
Q4 | $472K | Buy |
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|
2019
Q3 | $406K | Buy |
|
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|
2019
Q2 | $347K | Sell |
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|
2019
Q1 | $411K | Sell |
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|
2018
Q4 | $396K | Sell |
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|
2018
Q3 | $443K | Buy |
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|
2018
Q2 | $385K | Buy |
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|
2018
Q1 | $358K | Sell |
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|
2017
Q4 | $355K | Buy |
|
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|
2017
Q3 | $340K | Buy |
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|
2017
Q2 | $336K | Buy |
|
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|
2017
Q1 | $347K | Sell |
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|
2016
Q4 | $381K | Buy |
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|
2016
Q3 | $363K | Sell |
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|
2016
Q2 | $335K | Buy |
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|
2016
Q1 | $317K | Buy |
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|
2015
Q4 | $286K | Sell |
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|
2015
Q3 | $315K | Buy |
|
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|
2015
Q2 | $323K | Sell |
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|
2015
Q1 | $346K | Buy |
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|
2014
Q4 | $285K | Buy |
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|
2014
Q3 | $238K | Sell |
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|
2014
Q2 | $260K | Buy |
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|
2014
Q1 | $210K | Sell |
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|
2013
Q4 | $261K | Buy |
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|
2013
Q3 | $200K | Sell |
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|
2013
Q2 | $191K | Buy |
|