Lee, Danner & Bass’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 |
-86
| Closed | -$912 | – | 716 |
|
|
2024
Q4 | $912 | Buy |
+86
| New | +$912 | ﹤0.01% | 716 |
|
|
2018
Q2 | – | Sell |
-23,375
| Closed | -$450K | – | 175 |
|
|
2018
Q1 | $450K | Sell |
23,375
-2,200
| -9% | -$42.4K | 0.05% | 138 |
|
|
2017
Q4 | $486K | Sell |
25,575
-3,400
| -12% | -$64.6K | 0.05% | 133 |
|
|
2017
Q3 | $556K | Hold |
28,975
| – | – | 0.06% | 131 |
|
|
2017
Q2 | $552K | Sell |
28,975
-400
| -1% | -$7.62K | 0.06% | 126 |
|
|
2017
Q1 | $598K | Hold |
29,375
| – | – | 0.07% | 121 |
|
|
2016
Q4 | $638K | Sell |
29,375
-1,330
| -4% | -$28.9K | 0.08% | 116 |
|
|
2016
Q3 | $639K | Buy |
30,705
+500
| +2% | +$10.4K | 0.08% | 115 |
|
|
2016
Q2 | $579K | Hold |
30,205
| – | – | 0.07% | 117 |
|
|
2016
Q1 | $610K | Hold |
30,205
| – | – | 0.07% | 115 |
|
|
2015
Q4 | $541K | Sell |
30,205
-9,150
| -23% | -$164K | 0.07% | 119 |
|
|
2015
Q3 | $723K | Sell |
39,355
-200
| -0.5% | -$3.67K | 0.1% | 112 |
|
|
2015
Q2 | $804K | Sell |
39,555
-600
| -1% | -$12.2K | 0.1% | 109 |
|
|
2015
Q1 | $836K | Hold |
40,155
| – | – | 0.1% | 104 |
|
|
2014
Q4 | $719K | Sell |
40,155
-2,272
| -5% | -$40.7K | 0.09% | 108 |
|
|
2014
Q3 | $681K | Sell |
42,427
-2,355
| -5% | -$37.8K | 0.08% | 109 |
|
|
2014
Q2 | $777K | Sell |
44,782
-55
| -0.1% | -$954 | 0.09% | 102 |
|
|
2014
Q1 | $734K | Sell |
44,837
-600
| -1% | -$9.82K | 0.1% | 102 |
|
|
2013
Q4 | $784K | Sell |
45,437
-7,050
| -13% | -$122K | 0.1% | 98 |
|
|
2013
Q3 | $979K | Sell |
52,487
-4,385
| -8% | -$81.8K | 0.14% | 89 |
|
|
2013
Q2 | $973K | Buy |
+56,872
| New | +$973K | 0.14% | 88 |
|