IFP 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 | $122K | Sell |
13,929
-4,191
| -23% | -$39.7K | ﹤0.01% | 1709 |
|
|
2025
Q4 | $169K | Buy |
18,120
+6,442
| +55% | +$56.9K | ﹤0.01% | 1461 |
|
|
2025
Q3 | $93.3K | Buy |
11,678
+6,344
| +119% | +$53K | ﹤0.01% | 1724 |
|
|
2025
Q2 | $61.1K | Buy |
5,334
+1,109
| +26% | +$10.5K | ﹤0.01% | 1943 |
|
|
2025
Q1 | $44.7K | Sell |
4,225
-15,980
| -79% | -$169K | ﹤0.01% | 1944 |
|
|
2024
Q4 | $214K | Buy |
20,205
+4,225
| +26% | +$46.8K | 0.01% | 1101 |
|
|
2024
Q3 | $191K | Sell |
15,980
-375
| -2% | -$4.52K | 0.01% | 1115 |
|
|
2024
Q2 | $200K | Buy |
16,355
+4,500
| +38% | +$58.5K | 0.01% | 1041 |
|
|
2024
Q1 | $166K | Sell |
11,855
-473
| -4% | -$6.09K | 0.01% | 1089 |
|
|
2023
Q4 | $147K | Sell |
12,328
-1,112
| -8% | -$13.6K | 0.01% | 1102 |
|
|
2023
Q3 | $177K | Sell |
13,440
-1,031
| -7% | -$12.6K | 0.01% | 1022 |
|
|
2023
Q2 | $170K | Sell |
14,471
-397
| -3% | -$4.58K | 0.01% | 1103 |
|
|
2023
Q1 | $267K | Sell |
14,868
-3,166
| -18% | -$41.2K | 0.01% | 831 |
|
|
2022
Q4 | $331K | Sell |
18,034
-228
| -1% | -$3.15K | 0.01% | 1093 |
|
|
2022
Q3 | $336K | Buy |
18,262
+1,011
| +6% | +$15.8K | 0.01% | 1132 |
|
|
2022
Q2 | $315K | Hold |
17,251
| – | – | 0.01% | 1044 |
|
|
2022
Q1 | $315K | Sell |
17,251
-49
| -0.3% | -$906 | 0.01% | 1044 |
|
|
2021
Q4 | $309K | Sell |
17,300
-5,477
| -24% | -$101K | 0.01% | 769 |
|
|
2021
Q3 | $461K | Buy |
22,777
+9,066
| +66% | +$200K | 0.01% | 614 |
|
|
2021
Q2 | $312K | Buy |
13,711
+5,166
| +60% | +$129K | 0.01% | 707 |
|
|
2021
Q1 | $209K | Buy |
8,545
+1,754
| +26% | +$41.3K | ﹤0.01% | 814 |
|
|
2020
Q4 | $152K | Sell |
6,791
-277
| -4% | -$6.01K | 0.01% | 924 |
|
|
2020
Q3 | $153K | Sell |
7,068
-841
| -11% | -$19.1K | 0.01% | 804 |
|
|
2020
Q2 | $169K | Buy |
7,909
+8
| +0.1% | +$162 | 0.01% | 735 |
|
|
2020
Q1 | $163K | Buy |
7,901
+3,113
| +65% | +$76.3K | 0.02% | 641 |
|
|
2019
Q4 | $131K | Buy |
4,788
+839
| +21% | +$21.8K | 0.01% | 813 |
|
|
2019
Q3 | $90K | Buy |
+3,949
| New | +$85.3K | 0.01% | 1112 |
|
|
2019
Q1 | $1K | Sell |
28
-5,748
| -100% | -$103K | ﹤0.01% | 2276 |
|
|
2018
Q4 | $98K | Buy |
5,776
+258
| +5% | +$4.69K | 0.01% | 1212 |
|
|
2018
Q3 | $105K | Buy |
5,518
+136
| +3% | +$2.64K | ﹤0.01% | 1448 |
|
|
2018
Q2 | $109K | Sell |
5,382
-1,014
| -16% | -$20.2K | ﹤0.01% | 1431 |
|
|
2018
Q1 | $122K | Hold |
6,396
| – | – | 0.01% | 1271 |
|
|
2017
Q4 | $122K | Sell |
6,396
-1,712
| -21% | -$33.6K | 0.01% | 1280 |
|
|
2017
Q3 | $156K | Buy |
8,108
+272
| +3% | +$5.18K | 0.01% | 1297 |
|
|
2017
Q2 | $149K | Buy |
7,836
+239
| +3% | +$4.63K | 0.01% | 1298 |
|
|
2017
Q1 | $155K | Buy |
7,597
+567
| +8% | +$11.6K | 0.01% | 1251 |
|
|
2016
Q4 | $153K | Buy |
7,030
+54
| +0.8% | +$1.12K | 0.01% | 1196 |
|
|
2016
Q3 | $145K | Buy |
6,976
+762
| +12% | +$15.7K | 0.01% | 1157 |
|
|
2016
Q2 | $119K | Buy |
6,214
+6,186
| +22,093% | +$120K | 0.01% | 1236 |
|
|
2016
Q1 | $1K | Sell |
28
-11,622
| -100% | -$209K | ﹤0.01% | 2260 |
|
|
2015
Q4 | $209K | Buy |
+11,650
| New | +$220K | 0.01% | 821 |
|
Other funds holding WU
VPM
VCM
