Envestnet Portfolio Solutions’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-31,918
| Closed | -$338K | – | 1792 |
|
|
2024
Q4 | $338K | Buy |
31,918
+5,232
| +20% | +$55.5K | ﹤0.01% | 1445 |
|
|
2024
Q3 | $318K | Sell |
26,686
-364
| -1% | -$4.34K | ﹤0.01% | 1418 |
|
|
2024
Q2 | $331K | Buy |
27,050
+1,091
| +4% | +$13.3K | ﹤0.01% | 1330 |
|
|
2024
Q1 | $363K | Sell |
25,959
-6,318
| -20% | -$88.3K | ﹤0.01% | 1259 |
|
|
2023
Q4 | $385K | Buy |
32,277
+1,076
| +3% | +$12.8K | ﹤0.01% | 1169 |
|
|
2023
Q3 | $411K | Buy |
+31,201
| New | +$411K | ﹤0.01% | 1068 |
|