Diversified Trust’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 | $251K | Sell |
29,809
-24,216
| -45% | -$204K | 0.01% | 806 |
|
|
2025
Q1 | $572K | Buy |
+54,025
| New | +$572K | 0.01% | 538 |
|
|
2024
Q1 | – | Sell |
-16,991
| Closed | -$203K | – | 944 |
|
|
2023
Q4 | $203K | Buy |
+16,991
| New | +$203K | 0.01% | 782 |
|
|
2021
Q4 | – | Sell |
-15,625
| Closed | -$316K | – | 915 |
|
|
2021
Q3 | $316K | Sell |
15,625
-5,570
| -26% | -$113K | 0.01% | 572 |
|
|
2021
Q2 | $487K | Buy |
21,195
+11,906
| +128% | +$274K | 0.02% | 406 |
|
|
2021
Q1 | $229K | Sell |
9,289
-3,452
| -27% | -$85.1K | 0.01% | 645 |
|
|
2020
Q4 | $280K | Buy |
+12,741
| New | +$280K | 0.01% | 529 |
|