FDx Advisors’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-62,070
| Closed | -$740K | – | 652 |
|
|
2023
Q4 | $740K | Buy |
62,070
+31,085
| +100% | +$371K | 0.06% | 316 |
|
|
2023
Q3 | $408K | Buy |
+30,985
| New | +$408K | 0.03% | 402 |
|
|
2022
Q2 | – | Sell |
-10,080
| Closed | -$189K | – | 905 |
|
|
2022
Q1 | $189K | Buy |
+10,080
| New | +$189K | 0.01% | 801 |
|
|
2021
Q4 | – | Sell |
-11,416
| Closed | -$231K | – | 890 |
|
|
2021
Q3 | $231K | Sell |
11,416
-5,625
| -33% | -$114K | 0.01% | 753 |
|
|
2021
Q2 | $391K | Buy |
17,041
+275
| +2% | +$6.31K | 0.01% | 579 |
|
|
2021
Q1 | $413K | Sell |
16,766
-1,250
| -7% | -$30.8K | 0.02% | 519 |
|
|
2020
Q4 | $395K | Buy |
+18,016
| New | +$395K | 0.02% | 496 |
|
|
2020
Q3 | – | Sell |
-23,812
| Closed | -$515K | – | 661 |
|
|
2020
Q2 | $515K | Buy |
+23,812
| New | +$515K | 0.03% | 332 |
|
|
2018
Q3 | – | Sell |
-32,178
| Closed | -$654K | – | 952 |
|
|
2018
Q2 | $654K | Sell |
32,178
-91,986
| -74% | -$1.87M | 0.02% | 467 |
|
|
2018
Q1 | $2.39M | Sell |
124,164
-8,386
| -6% | -$161K | 0.07% | 247 |
|
|
2017
Q4 | $2.52M | Buy |
132,550
+92,499
| +231% | +$1.76M | 0.07% | 248 |
|
|
2017
Q3 | $769K | Sell |
40,051
-7,004
| -15% | -$134K | 0.02% | 622 |
|
|
2017
Q2 | $896K | Buy |
47,055
+5,073
| +12% | +$96.6K | 0.03% | 553 |
|
|
2017
Q1 | $854K | Sell |
41,982
-6,541
| -13% | -$133K | 0.03% | 578 |
|
|
2016
Q4 | $1.05M | Buy |
48,523
+3,148
| +7% | +$68.4K | 0.03% | 515 |
|
|
2016
Q3 | $945K | Sell |
45,375
-14,245
| -24% | -$297K | 0.04% | 402 |
|
|
2016
Q2 | $1.14M | Buy |
59,620
+1,562
| +3% | +$30K | 0.05% | 317 |
|
|
2016
Q1 | $1.12M | Buy |
58,058
+4,087
| +8% | +$78.8K | 0.05% | 326 |
|
|
2015
Q4 | $967K | Sell |
53,971
-25,233
| -32% | -$452K | 0.04% | 353 |
|
|
2015
Q3 | $1.45M | Buy |
79,204
+3,532
| +5% | +$64.8K | 0.12% | 165 |
|
|
2015
Q2 | $1.51M | Buy |
75,672
+12,272
| +19% | +$244K | 0.07% | 240 |
|
|
2015
Q1 | $1.32M | Sell |
63,400
-19,932
| -24% | -$415K | 0.03% | 485 |
|
|
2014
Q4 | $1.49M | Sell |
83,332
-4,099
| -5% | -$73.4K | 0.09% | 210 |
|
|
2014
Q3 | $1.4M | Buy |
87,431
+2,934
| +3% | +$47K | 0.09% | 232 |
|
|
2014
Q2 | $1.47M | Buy |
84,497
+46,525
| +123% | +$807K | 0.1% | 231 |
|
|
2014
Q1 | $621K | Buy |
37,972
+9,987
| +36% | +$163K | 0.05% | 380 |
|
|
2013
Q4 | $480K | Sell |
27,985
-8,876
| -24% | -$152K | 0.05% | 371 |
|
|
2013
Q3 | $688K | Sell |
36,861
-2,663
| -7% | -$49.7K | 0.08% | 230 |
|
|
2013
Q2 | $676K | Buy |
+39,524
| New | +$676K | 0.09% | 206 |
|