Lodestar Investment Counsel’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $567K | Hold |
28,525
| – | – | 0.06% | 122 |
|
|
2019
Q1 | $527K | Sell |
28,525
-700
| -2% | -$12.9K | 0.06% | 125 |
|
|
2018
Q4 | $499K | Sell |
29,225
-654
| -2% | -$11.2K | 0.06% | 125 |
|
|
2018
Q3 | $569K | Hold |
29,879
| – | – | 0.06% | 125 |
|
|
2018
Q2 | $607K | Hold |
29,879
| – | – | 0.07% | 125 |
|
|
2018
Q1 | $575K | Hold |
29,879
| – | – | 0.07% | 122 |
|
|
2017
Q4 | $568K | Hold |
29,879
| – | – | 0.07% | 123 |
|
|
2017
Q3 | $574K | Buy |
29,879
+1,500
| +5% | +$28.8K | 0.07% | 114 |
|
|
2017
Q2 | $541K | Hold |
28,379
| – | – | 0.07% | 113 |
|
|
2017
Q1 | $578K | Sell |
28,379
-410
| -1% | -$8.35K | 0.08% | 106 |
|
|
2016
Q4 | $625K | Hold |
28,789
| – | – | 0.08% | 103 |
|
|
2016
Q3 | $599K | Sell |
28,789
-2,000
| -6% | -$41.6K | 0.08% | 102 |
|
|
2016
Q2 | $591K | Hold |
30,789
| – | – | 0.08% | 102 |
|
|
2016
Q1 | $594K | Sell |
30,789
-1,686
| -5% | -$32.5K | 0.09% | 104 |
|
|
2015
Q4 | $582K | Sell |
32,475
-525
| -2% | -$9.41K | 0.09% | 95 |
|
|
2015
Q3 | $606K | Hold |
33,000
| – | – | 0.1% | 91 |
|
|
2015
Q2 | $671K | Hold |
33,000
| – | – | 0.11% | 92 |
|
|
2015
Q1 | $687K | Sell |
33,000
-2,000
| -6% | -$41.6K | 0.11% | 90 |
|
|
2014
Q4 | $627K | Hold |
35,000
| – | – | 0.18% | 66 |
|
|
2014
Q3 | $561K | Hold |
35,000
| – | – | 0.17% | 69 |
|
|
2014
Q2 | $607K | Hold |
35,000
| – | – | 0.18% | 71 |
|
|
2014
Q1 | $573K | Hold |
35,000
| – | – | 0.18% | 71 |
|
|
2013
Q4 | $604K | Hold |
35,000
| – | – | 0.2% | 64 |
|
|
2013
Q3 | $653K | Hold |
35,000
| – | – | 0.24% | 60 |
|
|
2013
Q2 | $599K | Buy |
+35,000
| New | +$599K | 0.23% | 58 |
|