Glassman Wealth Services’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 |
-557
| Closed | -$6.64K | – | 1856 |
|
|
2023
Q4 | $6.64K | Hold |
557
| – | – | ﹤0.01% | 994 |
|
|
2023
Q3 | $7.34K | Sell |
557
-727
| -57% | -$9.58K | ﹤0.01% | 946 |
|
|
2023
Q2 | $15.1K | Buy |
1,284
+1,186
| +1,210% | +$13.9K | ﹤0.01% | 695 |
|
|
2023
Q1 | $1.09K | Sell |
98
-273
| -74% | -$3.05K | ﹤0.01% | 1407 |
|
|
2022
Q4 | $5.11K | Sell |
371
-330
| -47% | -$4.54K | ﹤0.01% | 1013 |
|
|
2022
Q3 | $9K | Buy |
701
+486
| +226% | +$6.24K | ﹤0.01% | 845 |
|
|
2022
Q2 | $4K | Sell |
215
-66
| -23% | -$1.23K | ﹤0.01% | 1101 |
|
|
2022
Q1 | $5K | Buy |
281
+11
| +4% | +$196 | ﹤0.01% | 1022 |
|
|
2021
Q4 | $5K | Buy |
270
+216
| +400% | +$4K | ﹤0.01% | 1009 |
|
|
2021
Q3 | $1K | Buy |
54
+1
| +2% | +$19 | ﹤0.01% | 1502 |
|
|
2021
Q2 | $1K | Buy |
53
+10
| +23% | +$189 | ﹤0.01% | 1400 |
|
|
2021
Q1 | $1K | Buy |
43
+6
| +16% | +$140 | ﹤0.01% | 1347 |
|
|
2020
Q4 | $1K | Buy |
37
+8
| +28% | +$216 | ﹤0.01% | 1302 |
|
|
2020
Q3 | $1K | Hold |
29
| – | – | ﹤0.01% | 1264 |
|
|
2020
Q2 | $1K | Sell |
29
-36
| -55% | -$1.24K | ﹤0.01% | 1138 |
|
|
2020
Q1 | $1K | Buy |
+65
| New | +$1K | ﹤0.01% | 1024 |
|
|
2019
Q3 | – | Sell |
-12
| Closed | – | – | 1405 |
|
|
2019
Q2 | $0 | Buy |
+12
| New | – | ﹤0.01% | 1397 |
|
|
2019
Q1 | – | Sell |
-1,159
| Closed | -$20K | – | 1218 |
|
|
2018
Q4 | $20K | Buy |
1,159
+159
| +16% | +$2.74K | 0.01% | 298 |
|
|
2018
Q3 | $19K | Sell |
1,000
-44
| -4% | -$836 | 0.01% | 334 |
|
|
2018
Q2 | $21K | Buy |
1,044
+1,029
| +6,860% | +$20.7K | 0.01% | 294 |
|
|
2018
Q1 | $0 | Buy |
+15
| New | – | ﹤0.01% | 941 |
|
|
2017
Q4 | – | Sell |
-6
| Closed | – | – | 805 |
|
|
2017
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 631 |
|
|
2017
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 668 |
|
|
2017
Q1 | $0 | Sell |
6
-14
| -70% | – | ﹤0.01% | 701 |
|
|
2016
Q4 | $0 | Hold |
20
| – | – | ﹤0.01% | 722 |
|
|
2016
Q3 | $0 | Buy |
+20
| New | – | ﹤0.01% | 594 |
|