Cresset Asset 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 |
-10,373
| Closed | -$110K | – | 1772 |
|
|
2025
Q1 | $110K | Buy |
+10,373
| New | +$110K | ﹤0.01% | 1588 |
|
|
2024
Q4 | – | Sell |
-26,906
| Closed | -$321K | – | 2118 |
|
|
2024
Q3 | $321K | Buy |
26,906
+1,764
| +7% | +$21K | ﹤0.01% | 1738 |
|
|
2024
Q2 | $307K | Buy |
25,142
+4,249
| +20% | +$51.9K | ﹤0.01% | 1665 |
|
|
2024
Q1 | $292K | Sell |
20,893
-78,884
| -79% | -$1.1M | ﹤0.01% | 1582 |
|
|
2023
Q4 | $1.19M | Buy |
99,777
+11,718
| +13% | +$140K | 0.01% | 810 |
|
|
2023
Q3 | $1.16M | Buy |
88,059
+18,497
| +27% | +$244K | ﹤0.01% | 750 |
|
|
2023
Q2 | $816K | Buy |
+69,562
| New | +$816K | ﹤0.01% | 912 |
|
|
2022
Q1 | – | Sell |
-10,648
| Closed | -$190K | – | 1163 |
|
|
2021
Q4 | $190K | Buy |
+10,648
| New | +$190K | ﹤0.01% | 1055 |
|
|
2019
Q2 | – | Sell |
-761
| Closed | -$14K | – | 1732 |
|
|
2019
Q1 | $14K | Buy |
761
+339
| +80% | +$6.24K | ﹤0.01% | 1115 |
|
|
2018
Q4 | $7K | Buy |
+422
| New | +$7K | ﹤0.01% | 949 |
|