HighTower Advisors’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $476K | Buy |
54,490
+15,976
| +41% | +$151K | ﹤0.01% | 2765 |
|
|
2025
Q4 | $359K | Buy |
38,514
+7,562
| +24% | +$66.8K | ﹤0.01% | 2898 |
|
|
2025
Q3 | $247K | Buy |
30,952
+8,725
| +39% | +$73K | ﹤0.01% | 3200 |
|
|
2025
Q2 | $187K | Sell |
22,227
-8,143
| -27% | -$77.4K | ﹤0.01% | 3313 |
|
|
2025
Q1 | $321K | Sell |
30,370
-3,168
| -9% | -$33.6K | ﹤0.01% | 2802 |
|
|
2024
Q4 | $356K | Sell |
33,538
-319
| -0.9% | -$3.54K | ﹤0.01% | 2748 |
|
|
2024
Q3 | $409K | Sell |
33,857
-12,613
| -27% | -$152K | ﹤0.01% | 2557 |
|
|
2024
Q2 | $565K | Sell |
46,470
-384
| -0.8% | -$4.99K | ﹤0.01% | 2232 |
|
|
2024
Q1 | $662K | Sell |
46,854
-16,152
| -26% | -$208K | ﹤0.01% | 2076 |
|
|
2023
Q4 | $745K | Buy |
63,006
+10,331
| +20% | +$126K | ﹤0.01% | 2020 |
|
|
2023
Q3 | $692K | Sell |
52,675
-16,341
| -24% | -$200K | ﹤0.01% | 2002 |
|
|
2023
Q2 | $809K | Buy |
69,016
+7,581
| +12% | +$87.4K | ﹤0.01% | 1880 |
|
|
2023
Q1 | $684K | Sell |
61,435
-7,348
| -11% | -$95.7K | ﹤0.01% | 1903 |
|
|
2022
Q4 | $953K | Sell |
68,783
-1,639
| -2% | -$22.6K | ﹤0.01% | 1705 |
|
|
2022
Q3 | $952K | Buy |
70,422
+696
| +1% | +$10.9K | ﹤0.01% | 1633 |
|
|
2022
Q2 | $1.14M | Sell |
69,726
-29,855
| -30% | -$526K | ﹤0.01% | 1562 |
|
|
2022
Q1 | $1.87M | Sell |
99,581
-2,484
| -2% | -$45.9K | ﹤0.01% | 1414 |
|
|
2021
Q4 | $1.82M | Sell |
102,065
-1,491
| -1% | -$27.5K | ﹤0.01% | 1412 |
|
|
2021
Q3 | $2.09M | Sell |
103,556
-14,084
| -12% | -$311K | 0.01% | 1233 |
|
|
2021
Q2 | $2.71M | Buy |
117,640
+9,889
| +9% | +$246K | 0.01% | 1064 |
|
|
2021
Q1 | $2.65M | Buy |
107,751
+20,263
| +23% | +$477K | 0.01% | 996 |
|
|
2020
Q4 | $1.93M | Buy |
87,488
+3,311
| +4% | +$71.8K | 0.01% | 929 |
|
|
2020
Q3 | $1.8M | Buy |
84,177
+8,217
| +11% | +$187K | 0.01% | 925 |
|
|
2020
Q2 | $1.64M | Buy |
75,960
+8,677
| +13% | +$176K | 0.01% | 888 |
|
|
2020
Q1 | $1.22M | Buy |
67,283
+26,276
| +64% | +$644K | 0.01% | 921 |
|
|
2019
Q4 | $1.1M | Buy |
41,007
+2,731
| +7% | +$70.8K | 0.01% | 1102 |
|
|
2019
Q3 | $885K | Buy |
38,276
+2,763
| +8% | +$59.7K | ﹤0.01% | 1239 |
|
|
2019
Q2 | $707K | Sell |
35,513
-8,956
| -20% | -$175K | ﹤0.01% | 1354 |
|
|
2019
Q1 | $829K | Sell |
44,469
-6,621
| -13% | -$119K | 0.01% | 1221 |
|
|
2018
Q4 | $872K | Sell |
51,090
-29,779
| -37% | -$541K | 0.01% | 1106 |
|
|
2018
Q3 | $1.55M | Sell |
80,869
-24,312
| -23% | -$472K | 0.01% | 929 |
|
|
2018
Q2 | $2.12M | Buy |
105,181
+5,930
| +6% | +$118K | 0.02% | 829 |
|
|
2018
Q1 | $1.92M | Sell |
99,251
-2,588
| -3% | -$52K | 0.02% | 820 |
|
|
2017
Q4 | $1.96M | Sell |
101,839
-2,119
| -2% | -$41.6K | 0.02% | 837 |
|
|
2017
Q3 | $2.01M | Sell |
103,958
-28,788
| -22% | -$549K | 0.02% | 821 |
|
|
2017
Q2 | $2.56M | Sell |
132,746
-76,666
| -37% | -$1.48M | 0.02% | 707 |
|
|
2017
Q1 | $4.23M | Sell |
209,412
-128,522
| -38% | -$2.62M | 0.04% | 493 |
|
|
2016
Q4 | $7.37M | Sell |
337,934
-10,489
| -3% | -$218K | 0.08% | 261 |
|
|
2016
Q3 | $7.23M | Buy |
348,423
+973
| +0.3% | +$20K | 0.08% | 257 |
|
|
2016
Q2 | $6.7M | Sell |
347,450
-42,168
| -11% | -$819K | 0.08% | 252 |
|
|
2016
Q1 | $7.54M | Sell |
389,618
-284,013
| -42% | -$5.11M | 0.09% | 261 |
|
|
2015
Q4 | $12.1M | Buy |
673,631
+33,584
| +5% | +$634K | 0.14% | 160 |
|
|
2015
Q3 | $11.7M | Buy |
640,047
+259,546
| +68% | +$4.94M | 0.16% | 149 |
|
|
2015
Q2 | $7.74M | Sell |
380,501
-104,941
| -22% | -$2.23M | 0.12% | 173 |
|
|
2015
Q1 | $10.1M | Buy |
485,442
+50,236
| +12% | +$935K | 0.15% | 151 |
|
|
2014
Q4 | $7.79M | Buy |
435,206
+11,841
| +3% | +$205K | 0.12% | 195 |
|
|
2014
Q3 | $6.79M | Buy |
423,365
+85,150
| +25% | +$1.47M | 0.11% | 209 |
|
|
2014
Q2 | $5.87M | Buy |
338,215
+31,057
| +10% | +$502K | 0.1% | 217 |
|
|
2014
Q1 | $5.03M | Buy |
307,158
+11,090
| +4% | +$181K | 0.1% | 236 |
|
|
2013
Q4 | $5.11M | Sell |
296,068
-5,252
| -2% | -$92K | 0.11% | 226 |
|
|
2013
Q3 | $5.62M | Sell |
301,320
-32,047
| -10% | -$576K | 0.15% | 171 |
|
|
2013
Q2 | $5.7M | Buy |
+333,367
| New | +$5.28M | 0.16% | 156 |
|
Other funds holding WU
VPM
VCM
