Jones Financial Companies’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 | $338K | Buy |
40,437
+18,257
| +82% | +$153K | ﹤0.01% | 1439 |
|
|
2025
Q1 | $232K | Buy |
22,180
+4,403
| +25% | +$46.1K | ﹤0.01% | 1436 |
|
|
2024
Q4 | $188K | Buy |
17,777
+11,229
| +171% | +$119K | ﹤0.01% | 1382 |
|
|
2024
Q3 | $79.6K | Buy |
6,548
+1,319
| +25% | +$16K | ﹤0.01% | 1481 |
|
|
2024
Q2 | $63.9K | Buy |
+5,229
| New | +$63.9K | ﹤0.01% | 1168 |
|
|
2021
Q2 | – | Sell |
-2,680
| Closed | -$66K | – | 796 |
|
|
2021
Q1 | $66K | Buy |
+2,680
| New | +$66K | ﹤0.01% | 318 |
|
|
2013
Q4 | – | Sell |
-11,872
| Closed | -$222K | – | 545 |
|
|
2013
Q3 | $222K | Buy |
11,872
+3,912
| +49% | +$73.2K | ﹤0.01% | 201 |
|
|
2013
Q2 | $136K | Buy |
+7,960
| New | +$136K | ﹤0.01% | 228 |
|