JFS Wealth Advisors’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 | $304 | Sell |
36
-147
| -80% | -$1.24K | ﹤0.01% | 1759 |
|
|
2025
Q1 | $1.94K | Buy |
183
+21
| +13% | +$222 | ﹤0.01% | 1481 |
|
|
2024
Q4 | $1.72K | Buy |
162
+48
| +42% | +$509 | ﹤0.01% | 1537 |
|
|
2024
Q3 | $1.36K | Sell |
114
-69
| -38% | -$824 | ﹤0.01% | 1621 |
|
|
2024
Q2 | $2.24K | Hold |
183
| – | – | ﹤0.01% | 1392 |
|
|
2024
Q1 | $2.56K | Hold |
183
| – | – | ﹤0.01% | 1351 |
|
|
2023
Q4 | $2.18K | Hold |
183
| – | – | ﹤0.01% | 1393 |
|
|
2023
Q3 | $2.41K | Buy |
183
+5
| +3% | +$66 | ﹤0.01% | 1291 |
|
|
2023
Q2 | $2.09K | Sell |
178
-34
| -16% | -$399 | ﹤0.01% | 1371 |
|
|
2023
Q1 | $2.36K | Buy |
212
+55
| +35% | +$613 | ﹤0.01% | 1292 |
|
|
2022
Q4 | $2.16K | Buy |
157
+97
| +162% | +$1.34K | ﹤0.01% | 1345 |
|
|
2022
Q3 | $1K | Sell |
60
-118
| -66% | -$1.97K | ﹤0.01% | 1680 |
|
|
2022
Q2 | $3K | Sell |
178
-1
| -0.6% | -$17 | ﹤0.01% | 1255 |
|
|
2022
Q1 | $3K | Buy |
179
+112
| +167% | +$1.88K | ﹤0.01% | 1338 |
|
|
2021
Q4 | $1K | Buy |
+67
| New | +$1K | ﹤0.01% | 1620 |
|
|
2020
Q1 | – | Sell |
-1,695
| Closed | -$45K | – | 574 |
|
|
2019
Q4 | $45K | Hold |
1,695
| – | – | 0.01% | 251 |
|
|
2019
Q3 | $39K | Sell |
1,695
-999
| -37% | -$23K | 0.01% | 255 |
|
|
2019
Q2 | $54K | Hold |
2,694
| – | – | 0.01% | 236 |
|
|
2019
Q1 | $50K | Sell |
2,694
-463
| -15% | -$8.59K | 0.01% | 225 |
|
|
2018
Q4 | $54K | Sell |
3,157
-4,153
| -57% | -$71K | 0.01% | 221 |
|
|
2018
Q3 | $139K | Hold |
7,310
| – | – | 0.04% | 166 |
|
|
2018
Q2 | $149K | Sell |
7,310
-370
| -5% | -$7.54K | 0.04% | 159 |
|
|
2018
Q1 | $148K | Sell |
7,680
-364
| -5% | -$7.02K | 0.04% | 161 |
|
|
2017
Q4 | $153K | Buy |
8,044
+3
| +0% | +$57 | 0.04% | 165 |
|
|
2017
Q3 | $154K | Sell |
8,041
-641
| -7% | -$12.3K | 0.04% | 155 |
|
|
2017
Q2 | $165K | Buy |
8,682
+7
| +0.1% | +$133 | 0.05% | 136 |
|
|
2017
Q1 | $188K | Hold |
8,675
| – | – | 0.05% | 130 |
|
|
2016
Q4 | $188K | Buy |
8,675
+2
| +0% | +$43 | 0.05% | 130 |
|
|
2016
Q3 | $181K | Sell |
8,673
-731
| -8% | -$15.3K | 0.05% | 134 |
|
|
2016
Q2 | $180K | Buy |
9,404
+2
| +0% | +$38 | 0.05% | 163 |
|
|
2016
Q1 | $181K | Sell |
9,402
-209
| -2% | -$4.02K | 0.05% | 140 |
|
|
2015
Q4 | $172K | Buy |
9,611
+3
| +0% | +$54 | 0.05% | 144 |
|
|
2015
Q3 | $176K | Sell |
9,608
-594
| -6% | -$10.9K | 0.08% | 112 |
|
|
2015
Q2 | $207K | Buy |
10,202
+5
| +0% | +$101 | 0.11% | 91 |
|
|
2015
Q1 | $212K | Buy |
10,197
+180
| +2% | +$3.74K | 0.1% | 88 |
|
|
2014
Q4 | $179K | Sell |
10,017
-809
| -7% | -$14.5K | 0.03% | 97 |
|
|
2014
Q3 | $174K | Sell |
10,826
-1,653
| -13% | -$26.6K | 0.03% | 88 |
|
|
2014
Q2 | $216K | Sell |
12,479
-7,568
| -38% | -$131K | 0.04% | 81 |
|
|
2014
Q1 | $328K | Buy |
+20,047
| New | +$328K | 0.18% | 76 |
|