EFS
Essex Financial Services’s Western Union WU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $532K | Buy |
63,170
+1,400
| +2% | +$11.8K | 0.03% | 396 |
|
|
2025
Q1 | $654K | Buy |
61,770
+13,801
| +29% | +$146K | 0.05% | 326 |
|
|
2024
Q4 | $508K | Sell |
47,969
-1,465
| -3% | -$15.5K | 0.04% | 377 |
|
|
2024
Q3 | $573K | Buy |
49,434
+742
| +2% | +$8.61K | 0.04% | 350 |
|
|
2024
Q2 | $566K | Buy |
48,692
+12,724
| +35% | +$148K | 0.04% | 350 |
|
|
2024
Q1 | $503K | Buy |
35,968
+2,587
| +8% | +$36.2K | 0.05% | 324 |
|
|
2023
Q4 | $398K | Buy |
33,381
+2,551
| +8% | +$30.4K | 0.04% | 346 |
|
|
2023
Q3 | $406K | Buy |
30,830
+3,277
| +12% | +$43.2K | 0.05% | 320 |
|
|
2023
Q2 | $323K | Sell |
27,553
-302
| -1% | -$3.54K | 0.04% | 352 |
|
|
2023
Q1 | $311K | Sell |
27,855
-2
| -0% | -$22 | 0.03% | 377 |
|
|
2022
Q4 | $383K | Buy |
27,857
+3,941
| +16% | +$54.2K | 0.04% | 325 |
|
|
2022
Q3 | $323K | Buy |
23,916
+2,231
| +10% | +$30.1K | 0.04% | 328 |
|
|
2022
Q2 | $357K | Buy |
21,685
+5,115
| +31% | +$84.2K | 0.04% | 324 |
|
|
2022
Q1 | $311K | Buy |
16,570
+1,255
| +8% | +$23.6K | 0.03% | 365 |
|
|
2021
Q4 | $273K | Buy |
+15,315
| New | +$273K | 0.03% | 388 |
|
|
2015
Q2 | – | Sell |
-14,900
| Closed | -$310K | – | 345 |
|
|
2015
Q1 | $310K | Hold |
14,900
| – | – | 0.08% | 235 |
|
|
2014
Q4 | $267K | Hold |
14,900
| – | – | 0.07% | 248 |
|
|
2014
Q3 | $239K | Buy |
14,900
+2,800
| +23% | +$44.9K | 0.07% | 255 |
|
|
2014
Q2 | $210K | Buy |
+12,100
| New | +$210K | 0.06% | 284 |
|