INVST’s Western Union WU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-92,783
Closed -$984K 339
2024
Q4
$984K Sell
92,783
-25,928
-22% -$275K 0.12% 116
2024
Q3
$1.42M Buy
118,711
+5,143
+5% +$61.4K 0.17% 83
2024
Q2
$1.38M Buy
113,568
+1,544
+1% +$18.8K 0.15% 87
2024
Q1
$1.54M Buy
+112,024
New +$1.54M 0.18% 82