D.A. Davidson & Co’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 | $1.74M | Buy |
199,015
+122,491
| +160% | +$1.16M | 0.01% | 744 |
|
|
2025
Q4 | $712K | Sell |
76,524
-3,571
| -4% | -$31.5K | ﹤0.01% | 1012 |
|
|
2025
Q3 | $640K | Buy |
80,095
+23,681
| +42% | +$198K | ﹤0.01% | 1031 |
|
|
2025
Q2 | $475K | Sell |
56,414
-11,870
| -17% | -$113K | ﹤0.01% | 1073 |
|
|
2025
Q1 | $722K | Buy |
68,284
+22,459
| +49% | +$238K | 0.01% | 888 |
|
|
2024
Q4 | $486K | Buy |
45,825
+1,565
| +4% | +$17.3K | ﹤0.01% | 1028 |
|
|
2024
Q3 | $528K | Sell |
44,260
-9,565
| -18% | -$115K | ﹤0.01% | 992 |
|
|
2024
Q2 | $658K | Buy |
53,825
+3,629
| +7% | +$47.2K | 0.01% | 882 |
|
|
2024
Q1 | $702K | Buy |
50,196
+39,016
| +349% | +$503K | 0.01% | 859 |
|
|
2023
Q4 | $133K | Buy |
11,180
+161
| +1% | +$1.96K | ﹤0.01% | 1303 |
|
|
2023
Q3 | $145K | Sell |
11,019
-27
| -0.2% | -$331 | ﹤0.01% | 1247 |
|
|
2023
Q2 | $130K | Buy |
11,046
+842
| +8% | +$9.7K | ﹤0.01% | 1279 |
|
|
2023
Q1 | $114K | Sell |
10,204
-331
| -3% | -$4.31K | ﹤0.01% | 1270 |
|
|
2022
Q4 | $145K | Buy |
10,535
+33
| +0.3% | +$456 | ﹤0.01% | 1230 |
|
|
2022
Q3 | $142K | Buy |
+10,502
| New | +$165K | ﹤0.01% | 1197 |
|
|
2017
Q3 | – | Sell |
-11,850
| Closed | -$225K | – | 1996 |
|
|
2017
Q2 | $225K | Sell |
11,850
-935
| -7% | -$18.1K | 0.01% | 916 |
|
|
2017
Q1 | $260K | Sell |
12,785
-5,978
| -32% | -$122K | 0.01% | 836 |
|
|
2016
Q4 | $407K | Sell |
18,763
-135
| -0.7% | -$2.8K | 0.01% | 718 |
|
|
2016
Q3 | $393K | Buy |
18,898
+1,170
| +7% | +$24K | 0.01% | 711 |
|
|
2016
Q2 | $339K | Sell |
17,728
-3,609
| -17% | -$70.1K | 0.01% | 667 |
|
|
2016
Q1 | $410K | Sell |
21,337
-1,000
| -4% | -$18K | 0.01% | 589 |
|
|
2015
Q4 | $399K | Hold |
22,337
| – | – | 0.01% | 603 |
|
|
2015
Q3 | $409K | Sell |
22,337
-1,372
| -6% | -$26.1K | 0.01% | 596 |
|
|
2015
Q2 | $481K | Sell |
23,709
-8,639
| -27% | -$184K | 0.02% | 580 |
|
|
2015
Q1 | $672K | Sell |
32,348
-2,410
| -7% | -$44.9K | 0.02% | 498 |
|
|
2014
Q4 | $622K | Buy |
34,758
+437
| +1% | +$7.58K | 0.02% | 523 |
|
|
2014
Q3 | $549K | Sell |
34,321
-242,380
| -88% | -$4.17M | 0.02% | 563 |
|
|
2014
Q2 | $4.8M | Sell |
276,701
-69,682
| -20% | -$1.13M | 0.16% | 115 |
|
|
2014
Q1 | $5.67M | Buy |
346,383
+24,327
| +8% | +$396K | 0.2% | 97 |
|
|
2013
Q4 | $5.55M | Sell |
322,056
-35,251
| -10% | -$618K | 0.21% | 98 |
|
|
2013
Q3 | $6.67M | Sell |
357,307
-24,566
| -6% | -$441K | 0.3% | 77 |
|
|
2013
Q2 | $6.53M | Buy |
+381,873
| New | +$6.05M | 0.32% | 74 |
|
Other funds holding WU
VPM
VCM
