LPL Financial’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.86M | Sell |
213,097
-29,952
| -12% | -$284K | ﹤0.01% | 3583 |
|
|
2025
Q4 | $2.26M | Buy |
243,049
+37,335
| +18% | +$330K | ﹤0.01% | 3289 |
|
|
2025
Q3 | $1.64M | Buy |
205,714
+30,318
| +17% | +$253K | ﹤0.01% | 3498 |
|
|
2025
Q2 | $1.48M | Buy |
175,396
+52,854
| +43% | +$502K | ﹤0.01% | 3398 |
|
|
2025
Q1 | $1.3M | Buy |
122,542
+37,042
| +43% | +$393K | ﹤0.01% | 3323 |
|
|
2024
Q4 | $906K | Buy |
85,500
+93
| +0.1% | +$1.03K | ﹤0.01% | 3568 |
|
|
2024
Q3 | $1.02M | Buy |
85,407
+35,984
| +73% | +$434K | ﹤0.01% | 3385 |
|
|
2024
Q2 | $604K | Sell |
49,423
-2,580
| -5% | -$33.5K | ﹤0.01% | 3701 |
|
|
2024
Q1 | $727K | Sell |
52,003
-1,462
| -3% | -$18.8K | ﹤0.01% | 3452 |
|
|
2023
Q4 | $637K | Sell |
53,465
-23,972
| -31% | -$292K | ﹤0.01% | 3458 |
|
|
2023
Q3 | $1.02M | Buy |
77,437
+11,385
| +17% | +$140K | ﹤0.01% | 2873 |
|
|
2023
Q2 | $775K | Buy |
66,052
+13,463
| +26% | +$155K | ﹤0.01% | 3071 |
|
|
2023
Q1 | $586K | Buy |
52,589
+22,551
| +75% | +$294K | ﹤0.01% | 3193 |
|
|
2022
Q4 | $414K | Sell |
30,038
-6,519
| -18% | -$90K | ﹤0.01% | 3423 |
|
|
2022
Q3 | $494K | Buy |
36,557
+5,681
| +18% | +$89K | ﹤0.01% | 3166 |
|
|
2022
Q2 | $509K | Buy |
30,876
+975
| +3% | +$17.2K | ﹤0.01% | 3186 |
|
|
2022
Q1 | $560K | Sell |
29,901
-18,687
| -38% | -$346K | ﹤0.01% | 3109 |
|
|
2021
Q4 | $867K | Sell |
48,588
-14,723
| -23% | -$272K | ﹤0.01% | 2785 |
|
|
2021
Q3 | $1.28M | Buy |
63,311
+10,124
| +19% | +$224K | ﹤0.01% | 2421 |
|
|
2021
Q2 | $1.22M | Sell |
53,187
-39,325
| -43% | -$979K | ﹤0.01% | 2403 |
|
|
2021
Q1 | $2.28M | Buy |
92,512
+13,072
| +16% | +$308K | ﹤0.01% | 1749 |
|
|
2020
Q4 | $1.74M | Buy |
79,440
+4,111
| +5% | +$89.2K | ﹤0.01% | 1762 |
|
|
2020
Q3 | $1.61M | Buy |
75,329
+1,642
| +2% | +$37.3K | ﹤0.01% | 1582 |
|
|
2020
Q2 | $1.59M | Sell |
73,687
-14,409
| -16% | -$293K | ﹤0.01% | 1500 |
|
|
2020
Q1 | $1.6M | Buy |
88,096
+36,509
| +71% | +$895K | ﹤0.01% | 1329 |
|
|
2019
Q4 | $1.38M | Buy |
51,587
+13,000
| +34% | +$337K | ﹤0.01% | 1620 |
|
|
2019
Q3 | $894K | Buy |
38,587
+6,866
| +22% | +$148K | ﹤0.01% | 1819 |
|
|
2019
Q2 | $631K | Sell |
31,721
-2,857
| -8% | -$55.7K | ﹤0.01% | 2088 |
|
|
2019
Q1 | $639K | Buy |
34,578
+1,710
| +5% | +$30.7K | ﹤0.01% | 2004 |
|
|
2018
Q4 | $561K | Buy |
32,868
+8,312
| +34% | +$151K | ﹤0.01% | 1955 |
|
|
2018
Q3 | $468K | Sell |
24,556
-5,699
| -19% | -$111K | ﹤0.01% | 2286 |
|
|
2018
Q2 | $615K | Sell |
30,255
-2,802
| -8% | -$55.8K | ﹤0.01% | 2016 |
|
|
2018
Q1 | $636K | Sell |
33,057
-31,556
| -49% | -$633K | ﹤0.01% | 1945 |
|
|
2017
Q4 | $1.23M | Buy |
64,613
+87
| +0.1% | +$1.71K | ﹤0.01% | 1377 |
|
|
2017
Q3 | $1.24M | Sell |
64,526
-1,351
| -2% | -$25.8K | ﹤0.01% | 1289 |
|
|
2017
Q2 | $1.25M | Sell |
65,877
-68,073
| -51% | -$1.32M | ﹤0.01% | 1231 |
|
|
2017
Q1 | $2.65M | Sell |
133,950
-9,346
| -7% | -$191K | 0.02% | 697 |
|
|
2016
Q4 | $3.15M | Sell |
143,296
-13,833
| -9% | -$287K | 0.02% | 583 |
|
|
2016
Q3 | $3.19M | Sell |
157,129
-8,727
| -5% | -$179K | 0.03% | 545 |
|
|
2016
Q2 | $3.18M | Buy |
165,856
+104,676
| +171% | +$2.03M | 0.03% | 536 |
|
|
2016
Q1 | $1.18M | Sell |
61,180
-1,753
| -3% | -$31.5K | ﹤0.01% | 1564 |
|
|
2015
Q4 | $1.1M | Sell |
62,933
-71,228
| -53% | -$1.34M | ﹤0.01% | 1604 |
|
|
2015
Q3 | $2.51M | Sell |
134,161
-6,551
| -5% | -$125K | 0.01% | 738 |
|
|
2015
Q2 | $2.67M | Sell |
140,712
-21,795
| -13% | -$464K | 0.01% | 767 |
|
|
2015
Q1 | $3.34M | Sell |
162,507
-62,039
| -28% | -$1.16M | 0.02% | 682 |
|
|
2014
Q4 | $4.02M | Sell |
224,546
-550
| -0.2% | -$9.54K | 0.02% | 573 |
|
|
2014
Q3 | $3.59M | Buy |
225,096
+91,103
| +68% | +$1.57M | 0.02% | 593 |
|
|
2014
Q2 | $2.32M | Sell |
133,993
-110
| -0.1% | -$1.78K | 0.01% | 800 |
|
|
2014
Q1 | $2.19M | Buy |
134,103
+25,655
| +24% | +$418K | 0.01% | 790 |
|
|
2013
Q4 | $1.87M | Buy |
108,448
+2,619
| +2% | +$45.9K | 0.01% | 859 |
|
|
2013
Q3 | $1.98M | Sell |
105,829
-6,096
| -5% | -$110K | 0.01% | 795 |
|
|
2013
Q2 | $1.92M | Buy |
+111,925
| New | +$1.77M | 0.01% | 748 |
|
Other funds holding WU
VPM
VCM
