Kingsview Wealth Management’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 |
-46,645
| Closed | -$494K | – | 1194 |
|
|
2024
Q4 | $494K | Sell |
46,645
-151,357
| -76% | -$1.6M | 0.01% | 741 |
|
|
2024
Q3 | $2.36M | Buy |
198,002
+147,658
| +293% | +$1.76M | 0.05% | 332 |
|
|
2024
Q2 | $615K | Sell |
50,344
-180,626
| -78% | -$2.21M | 0.01% | 626 |
|
|
2024
Q1 | $3.23M | Buy |
230,970
+173,280
| +300% | +$2.42M | 0.08% | 234 |
|
|
2023
Q4 | $688K | Sell |
57,690
-107
| -0.2% | -$1.28K | 0.02% | 567 |
|
|
2023
Q3 | $762K | Buy |
+57,797
| New | +$762K | 0.03% | 507 |
|
|
2023
Q2 | – | Sell |
-39,885
| Closed | -$445K | – | 983 |
|
|
2023
Q1 | $445K | Buy |
+39,885
| New | +$445K | 0.02% | 611 |
|
|
2022
Q4 | – | Sell |
-47,194
| Closed | -$637K | – | 910 |
|
|
2022
Q3 | $637K | Buy |
47,194
+25,523
| +118% | +$344K | 0.03% | 444 |
|
|
2022
Q2 | $357K | Buy |
+21,671
| New | +$357K | 0.02% | 610 |
|