Integrated Wealth Concepts’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 | $423K | Buy |
50,242
+10,383
| +26% | +$87.4K | ﹤0.01% | 1367 |
|
|
2025
Q1 | $422K | Buy |
39,859
+5,351
| +16% | +$56.6K | ﹤0.01% | 1225 |
|
|
2024
Q4 | $366K | Sell |
34,508
-13,234
| -28% | -$140K | ﹤0.01% | 1266 |
|
|
2024
Q3 | $570K | Buy |
47,742
+8,943
| +23% | +$107K | 0.01% | 1026 |
|
|
2024
Q2 | $474K | Buy |
38,799
+1,195
| +3% | +$14.6K | 0.01% | 1071 |
|
|
2024
Q1 | $526K | Buy |
+37,604
| New | +$526K | 0.01% | 1035 |
|
|
2023
Q1 | – | Sell |
-27,976
| Closed | -$385K | – | 1390 |
|
|
2022
Q4 | $385K | Buy |
27,976
+2,245
| +9% | +$30.9K | 0.01% | 736 |
|
|
2022
Q3 | $347K | Buy |
+25,731
| New | +$347K | 0.01% | 693 |
|
|
2021
Q3 | – | Sell |
-11,286
| Closed | -$259K | – | 982 |
|
|
2021
Q2 | $259K | Buy |
+11,286
| New | +$259K | 0.01% | 696 |
|