EverSource Wealth Advisors’s Western Union WU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.4K | Buy |
10,621
+905
| +9% | +$7.62K | ﹤0.01% | 1265 |
|
|
2025
Q1 | $103K | Sell |
9,716
-9,962
| -51% | -$105K | 0.01% | 897 |
|
|
2024
Q4 | $209K | Buy |
19,678
+18,818
| +2,188% | +$199K | 0.01% | 639 |
|
|
2024
Q3 | $10.3K | Sell |
860
-2,456
| -74% | -$29.3K | ﹤0.01% | 1849 |
|
|
2024
Q2 | $39.4K | Sell |
3,316
-1,135
| -25% | -$13.5K | ﹤0.01% | 1197 |
|
|
2024
Q1 | $59.8K | Buy |
4,451
+399
| +10% | +$5.36K | ﹤0.01% | 898 |
|
|
2023
Q4 | $48.3K | Sell |
4,052
-770
| -16% | -$9.18K | ﹤0.01% | 914 |
|
|
2023
Q3 | $63.5K | Buy |
4,822
+281
| +6% | +$3.7K | 0.01% | 733 |
|
|
2023
Q2 | $53.3K | Buy |
4,541
+3,516
| +343% | +$41.2K | 0.01% | 811 |
|
|
2023
Q1 | $11.4K | Buy |
+1,025
| New | +$11.4K | ﹤0.01% | 1298 |
|
|
2022
Q2 | – | Sell |
-295
| Closed | -$6K | – | 1907 |
|
|
2022
Q1 | $6K | Sell |
295
-45
| -13% | -$915 | ﹤0.01% | 1207 |
|
|
2021
Q4 | $6K | Buy |
+340
| New | +$6K | ﹤0.01% | 1213 |
|