Kingswood 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 | – | Sell |
-33,354
| Closed | -$352K | – | 796 |
|
|
2025
Q1 | $352K | Sell |
33,354
-22,124
| -40% | -$233K | 0.03% | 488 |
|
|
2024
Q4 | $588K | Buy |
55,478
+26,467
| +91% | +$281K | 0.04% | 397 |
|
|
2024
Q3 | $353K | Sell |
29,011
-2,156
| -7% | -$26.2K | 0.03% | 537 |
|
|
2024
Q2 | $381K | Sell |
31,167
-3,149
| -9% | -$38.5K | 0.03% | 458 |
|
|
2024
Q1 | $480K | Buy |
34,316
+599
| +2% | +$8.37K | 0.06% | 360 |
|
|
2023
Q4 | $402K | Buy |
+33,717
| New | +$402K | 0.05% | 397 |
|
|
2023
Q3 | – | Sell |
-16,568
| Closed | -$194K | – | 479 |
|
|
2023
Q2 | $194K | Buy |
+16,568
| New | +$194K | 0.06% | 249 |
|