Creative Planning’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 | $246K | Sell |
29,269
-196
| -0.7% | -$1.65K | ﹤0.01% | 3054 |
|
|
2025
Q1 | $312K | Buy |
29,465
+7,421
| +34% | +$78.6K | ﹤0.01% | 2713 |
|
|
2024
Q4 | $234K | Buy |
22,044
+1,029
| +5% | +$10.9K | ﹤0.01% | 2851 |
|
|
2024
Q3 | $251K | Sell |
21,015
-554
| -3% | -$6.61K | ﹤0.01% | 2675 |
|
|
2024
Q2 | $264K | Sell |
21,569
-2
| -0% | -$24 | ﹤0.01% | 2456 |
|
|
2024
Q1 | $302K | Sell |
21,571
-2,076
| -9% | -$29K | ﹤0.01% | 2240 |
|
|
2023
Q4 | $282K | Sell |
23,647
-511
| -2% | -$6.09K | ﹤0.01% | 2133 |
|
|
2023
Q3 | $318K | Buy |
24,158
+1,035
| +4% | +$13.6K | ﹤0.01% | 1879 |
|
|
2023
Q2 | $271K | Sell |
23,123
-6,377
| -22% | -$74.8K | ﹤0.01% | 1980 |
|
|
2023
Q1 | $329K | Sell |
29,500
-606
| -2% | -$6.76K | ﹤0.01% | 1741 |
|
|
2022
Q4 | $415K | Sell |
30,106
-1,575
| -5% | -$21.7K | ﹤0.01% | 1520 |
|
|
2022
Q3 | $428K | Buy |
31,681
+2,668
| +9% | +$36K | ﹤0.01% | 1419 |
|
|
2022
Q2 | $478K | Buy |
29,013
+6,124
| +27% | +$101K | ﹤0.01% | 1342 |
|
|
2022
Q1 | $429K | Sell |
22,889
-3,489
| -13% | -$65.4K | ﹤0.01% | 1410 |
|
|
2021
Q4 | $471K | Buy |
26,378
+2,814
| +12% | +$50.2K | ﹤0.01% | 1339 |
|
|
2021
Q3 | $476K | Buy |
23,564
+1,342
| +6% | +$27.1K | ﹤0.01% | 1334 |
|
|
2021
Q2 | $510K | Sell |
22,222
-10,710
| -33% | -$246K | ﹤0.01% | 1270 |
|
|
2021
Q1 | $812K | Buy |
32,932
+7,979
| +32% | +$197K | ﹤0.01% | 1137 |
|
|
2020
Q4 | $547K | Buy |
24,953
+216
| +0.9% | +$4.74K | ﹤0.01% | 1240 |
|
|
2020
Q3 | $530K | Buy |
24,737
+5,590
| +29% | +$120K | ﹤0.01% | 1091 |
|
|
2020
Q2 | $414K | Sell |
19,147
-1,039
| -5% | -$22.5K | ﹤0.01% | 1118 |
|
|
2020
Q1 | $366K | Buy |
20,186
+2,576
| +15% | +$46.7K | ﹤0.01% | 1085 |
|
|
2019
Q4 | $472K | Buy |
17,610
+73
| +0.4% | +$1.96K | ﹤0.01% | 1134 |
|
|
2019
Q3 | $406K | Buy |
17,537
+95
| +0.5% | +$2.2K | ﹤0.01% | 1183 |
|
|
2019
Q2 | $347K | Sell |
17,442
-4,806
| -22% | -$95.6K | ﹤0.01% | 1271 |
|
|
2019
Q1 | $411K | Sell |
22,248
-944
| -4% | -$17.4K | ﹤0.01% | 1144 |
|
|
2018
Q4 | $396K | Sell |
23,192
-55
| -0.2% | -$939 | ﹤0.01% | 1074 |
|
|
2018
Q3 | $443K | Buy |
23,247
+4,289
| +23% | +$81.7K | ﹤0.01% | 1145 |
|
|
2018
Q2 | $385K | Buy |
18,958
+349
| +2% | +$7.09K | ﹤0.01% | 1212 |
|
|
2018
Q1 | $358K | Sell |
18,609
-82
| -0.4% | -$1.58K | ﹤0.01% | 1242 |
|
|
2017
Q4 | $355K | Buy |
18,691
+962
| +5% | +$18.3K | ﹤0.01% | 1258 |
|
|
2017
Q3 | $340K | Buy |
17,729
+94
| +0.5% | +$1.8K | ﹤0.01% | 1249 |
|
|
2017
Q2 | $336K | Buy |
17,635
+571
| +3% | +$10.9K | ﹤0.01% | 1209 |
|
|
2017
Q1 | $347K | Sell |
17,064
-481
| -3% | -$9.78K | ﹤0.01% | 1171 |
|
|
2016
Q4 | $381K | Buy |
17,545
+95
| +0.5% | +$2.06K | ﹤0.01% | 1055 |
|
|
2016
Q3 | $363K | Sell |
17,450
-34
| -0.2% | -$707 | ﹤0.01% | 1064 |
|
|
2016
Q2 | $335K | Buy |
17,484
+1,071
| +7% | +$20.5K | ﹤0.01% | 970 |
|
|
2016
Q1 | $317K | Buy |
16,413
+429
| +3% | +$8.29K | ﹤0.01% | 961 |
|
|
2015
Q4 | $286K | Sell |
15,984
-1,183
| -7% | -$21.2K | ﹤0.01% | 1007 |
|
|
2015
Q3 | $315K | Buy |
17,167
+1,275
| +8% | +$23.4K | ﹤0.01% | 945 |
|
|
2015
Q2 | $323K | Sell |
15,892
-728
| -4% | -$14.8K | ﹤0.01% | 776 |
|
|
2015
Q1 | $346K | Buy |
16,620
+695
| +4% | +$14.5K | ﹤0.01% | 922 |
|
|
2014
Q4 | $285K | Buy |
15,925
+1,070
| +7% | +$19.1K | ﹤0.01% | 965 |
|
|
2014
Q3 | $238K | Sell |
14,855
-132
| -0.9% | -$2.12K | ﹤0.01% | 975 |
|
|
2014
Q2 | $260K | Buy |
14,987
+2,170
| +17% | +$37.6K | ﹤0.01% | 910 |
|
|
2014
Q1 | $210K | Sell |
12,817
-2,320
| -15% | -$38K | ﹤0.01% | 975 |
|
|
2013
Q4 | $261K | Buy |
15,137
+4,405
| +41% | +$76K | ﹤0.01% | 739 |
|
|
2013
Q3 | $200K | Sell |
10,732
-407
| -4% | -$7.59K | ﹤0.01% | 769 |
|
|
2013
Q2 | $191K | Buy |
+11,139
| New | +$191K | ﹤0.01% | 698 |
|