Geneos Wealth Management’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 | $5.57K | Buy |
662
+159
| +32% | +$1.34K | ﹤0.01% | 2542 |
|
|
2025
Q1 | $5.32K | Sell |
503
-264
| -34% | -$2.79K | ﹤0.01% | 2736 |
|
|
2024
Q4 | $8.13K | Sell |
767
-11
| -1% | -$117 | ﹤0.01% | 2135 |
|
|
2024
Q3 | $9.29K | Buy |
778
+175
| +29% | +$2.09K | ﹤0.01% | 1865 |
|
|
2024
Q2 | $7.37K | Buy |
603
+21
| +4% | +$257 | ﹤0.01% | 1623 |
|
|
2024
Q1 | $8.14K | Sell |
582
-390
| -40% | -$5.45K | ﹤0.01% | 1594 |
|
|
2023
Q4 | $11.6K | Sell |
972
-21,508
| -96% | -$256K | ﹤0.01% | 1516 |
|
|
2023
Q3 | $296K | Buy |
22,480
+402
| +2% | +$5.3K | 0.02% | 582 |
|
|
2023
Q2 | $259K | Buy |
22,078
+17,551
| +388% | +$206K | 0.01% | 617 |
|
|
2023
Q1 | $50.5K | Sell |
4,527
-5,993
| -57% | -$66.8K | ﹤0.01% | 1080 |
|
|
2022
Q4 | $145K | Buy |
10,520
+4,797
| +84% | +$66.1K | 0.01% | 730 |
|
|
2022
Q3 | $77K | Buy |
5,723
+2,934
| +105% | +$39.5K | 0.01% | 877 |
|
|
2022
Q2 | $46K | Buy |
2,789
+1,843
| +195% | +$30.4K | ﹤0.01% | 1317 |
|
|
2022
Q1 | $17K | Sell |
946
-2,482
| -72% | -$44.6K | ﹤0.01% | 1890 |
|
|
2021
Q4 | $61K | Buy |
3,428
+2,419
| +240% | +$43K | ﹤0.01% | 1389 |
|
|
2021
Q3 | $20K | Buy |
1,009
+3
| +0.3% | +$59 | ﹤0.01% | 1926 |
|
|
2021
Q2 | $23K | Sell |
1,006
-1,152
| -53% | -$26.3K | ﹤0.01% | 1857 |
|
|
2021
Q1 | $55K | Sell |
2,158
-230
| -10% | -$5.86K | ﹤0.01% | 1582 |
|
|
2020
Q4 | $53K | Buy |
2,388
+893
| +60% | +$19.8K | ﹤0.01% | 1435 |
|
|
2020
Q3 | $32K | Buy |
1,495
+2
| +0.1% | +$43 | ﹤0.01% | 1442 |
|
|
2020
Q2 | $31K | Buy |
1,493
+3
| +0.2% | +$62 | ﹤0.01% | 1437 |
|
|
2020
Q1 | $29K | Sell |
1,490
-1,645
| -52% | -$32K | ﹤0.01% | 1364 |
|
|
2019
Q4 | $85K | Sell |
3,135
-94
| -3% | -$2.55K | ﹤0.01% | 1011 |
|
|
2019
Q3 | $74K | Buy |
3,229
+20
| +0.6% | +$458 | ﹤0.01% | 1007 |
|
|
2019
Q2 | $63K | Buy |
3,209
+403
| +14% | +$7.91K | ﹤0.01% | 1088 |
|
|
2019
Q1 | $51K | Sell |
2,806
-132
| -4% | -$2.4K | ﹤0.01% | 1134 |
|
|
2018
Q4 | $50K | Sell |
2,938
-1,722
| -37% | -$29.3K | ﹤0.01% | 1102 |
|
|
2018
Q3 | $88K | Buy |
4,660
+3,353
| +257% | +$63.3K | 0.01% | 937 |
|
|
2018
Q2 | $26K | Buy |
1,307
+5
| +0.4% | +$99 | ﹤0.01% | 1348 |
|
|
2018
Q1 | $25K | Sell |
1,302
-91
| -7% | -$1.75K | ﹤0.01% | 1310 |
|
|
2017
Q4 | $26K | Buy |
1,393
+2
| +0.1% | +$37 | ﹤0.01% | 1288 |
|
|
2017
Q3 | $26K | Buy |
1,391
+2
| +0.1% | +$37 | ﹤0.01% | 1235 |
|
|
2017
Q2 | $26K | Sell |
1,389
-198
| -12% | -$3.71K | ﹤0.01% | 1182 |
|
|
2017
Q1 | $32K | Sell |
1,587
-723
| -31% | -$14.6K | ﹤0.01% | 1068 |
|
|
2016
Q4 | $50K | Sell |
2,310
-98
| -4% | -$2.12K | 0.01% | 843 |
|
|
2016
Q3 | $50K | Buy |
2,408
+93
| +4% | +$1.93K | 0.01% | 812 |
|
|
2016
Q2 | $44K | Sell |
2,315
-1,048
| -31% | -$19.9K | 0.01% | 855 |
|
|
2016
Q1 | $65K | Buy |
+3,363
| New | +$65K | 0.01% | 716 |
|