J.P. Morgan Private Wealth Advisors’s Western Union WU Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio WU Stock Details WU Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$153K	Sell	11,596 -5,588	-33%	-$73.6K	﹤0.01%	1656
2023 Q2	$202K	Sell	17,184 -11,141	-39%	-$131K	﹤0.01%	1393
2023 Q1	$316K	Sell	28,325 -8,275	-23%	-$92.3K	﹤0.01%	1660
2022 Q4	$504K	Sell	36,600 -19,799	-35%	-$273K	﹤0.01%	1474
2022 Q3	$761K	Sell	56,399 -78,460	-58%	-$1.06M	﹤0.01%	1268
2022 Q2	$2.22M	Buy	134,859 +6,763	+5%	+$111K	0.01%	808
2022 Q1	$2.4M	Sell	128,096 -63,011	-33%	-$1.18M	0.01%	839
2021 Q4	$3.41M	Buy	191,107 +4,717	+3%	+$84.1K	0.01%	726
2021 Q3	$3.77M	Buy	186,390 +128,988	+225%	+$2.61M	0.01%	667
2021 Q2	$1.32M	Buy	57,402 +10,370	+22%	+$238K	﹤0.01%	1060
2021 Q1	$1.16M	Sell	47,032 -10,964	-19%	-$270K	﹤0.01%	973
2020 Q4	$1.27M	Sell	57,996 -12,443	-18%	-$273K	﹤0.01%	912
2020 Q3	$1.51M	Buy	70,439 +2,871	+4%	+$61.5K	0.01%	731
2020 Q2	$1.46M	Sell	67,568 -18,759	-22%	-$406K	0.01%	681
2020 Q1	$1.57M	Buy	86,327 +29,202	+51%	+$529K	0.01%	591
2019 Q4	$1.53M	Buy	57,125 +2,784	+5%	+$74.6K	0.01%	668
2019 Q3	$1.26M	Buy	54,341 +7,677	+16%	+$178K	0.01%	693
2019 Q2	$928K	Sell	46,664 -11,635	-20%	-$231K	0.01%	776
2019 Q1	$1.08M	Sell	58,299 -211,054	-78%	-$3.9M	0.01%	773
2018 Q4	$4.6M	Sell	269,353 -25,718	-9%	-$439K	0.03%	376
2018 Q3	$5.62M	Sell	295,071 -292,017	-50%	-$5.57M	0.03%	405
2018 Q2	$11.9M	Buy	587,088 +169,429	+41%	+$3.44M	0.07%	249
2018 Q1	$8.03M	Buy	417,659 +42,148	+11%	+$810K	0.05%	261
2017 Q4	$7.14M	Buy	375,511 +18,509	+5%	+$352K	0.05%	278
2017 Q3	$6.86M	Buy	357,002 +7,425	+2%	+$143K	0.05%	270
2017 Q2	$6.66M	Buy	349,577 +395	+0.1%	+$7.52K	0.05%	267
2017 Q1	$7.11M	Buy	349,182 +13,269	+4%	+$270K	0.06%	261
2016 Q4	$7.3M	Buy	335,913 +3,428	+1%	+$74.5K	0.06%	230
2016 Q3	$6.92M	Buy	332,485 +40,219	+14%	+$837K	0.06%	236
2016 Q2	$5.61M	Buy	292,266 +93,701	+47%	+$1.8M	0.05%	252
2016 Q1	$3.83M	Buy	198,565 +117,530	+145%	+$2.27M	0.04%	289
2015 Q4	$1.45M	Buy	81,035 +11,199	+16%	+$201K	0.01%	443
2015 Q3	$1.28M	Buy	69,836 +54,902	+368%	+$1.01M	0.02%	421
2015 Q2	$304K	Sell	14,934 -50,519	-77%	-$1.03M	﹤0.01%	837
2015 Q1	$1.36M	Sell	65,453 -5,154	-7%	-$107K	0.02%	458
2014 Q4	$1.27M	Sell	70,607 -10,824	-13%	-$194K	0.02%	477
2014 Q3	$1.31M	Buy	81,431 +9,547	+13%	+$153K	0.02%	443
2014 Q2	$1.25M	Buy	71,884 +22,991	+47%	+$399K	0.02%	367
2014 Q1	$800K	Buy	+48,893	New	+$800K	0.01%	448
2013 Q3	–	Sell	-10,109	Closed	-$173K	–	667
2013 Q2	$173K	Buy	+10,109	New	+$173K	﹤0.01%	590