Moisand Fitzgerald Tamayo’s Western Union WU Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio WU Stock Details WU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$770	Hold	100	–	–	﹤0.01%	515
2026 Q1	$873	Hold	100	–	–	﹤0.01%	491
2025 Q4	$931	Hold	100	–	–	﹤0.01%	490
2025 Q3	$799	Hold	100	–	–	﹤0.01%	544
2025 Q2	$842	Hold	100	–	–	﹤0.01%	545
2025 Q1	$1.06K	Hold	100	–	–	﹤0.01%	536
2024 Q4	$1.06K	Hold	100	–	–	﹤0.01%	554
2024 Q3	$1.19K	Hold	100	–	–	﹤0.01%	563
2024 Q2	$1.22K	Hold	100	–	–	﹤0.01%	532
2024 Q1	$1.4K	Hold	100	–	–	﹤0.01%	510
2023 Q4	$1.19K	Hold	100	–	–	﹤0.01%	578
2023 Q3	$1.32K	Hold	100	–	–	﹤0.01%	624
2023 Q2	$1.17K	Hold	100	–	–	﹤0.01%	633
2023 Q1	$1.11K	Hold	100	–	–	﹤0.01%	661
2022 Q4	$1.38K	Hold	100	–	–	﹤0.01%	622
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	669
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	448
2022 Q1	$2K	Hold	100	–	–	﹤0.01%	421
2021 Q4	$2K	Hold	100	–	–	﹤0.01%	351
2021 Q3	$2K	Hold	100	–	–	﹤0.01%	341
2021 Q2	$2K	Hold	100	–	–	﹤0.01%	375
2021 Q1	$2K	Hold	100	–	–	﹤0.01%	317
2020 Q4	$2K	Hold	100	–	–	﹤0.01%	310
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	292
2020 Q2	$2K	Hold	100	–	–	﹤0.01%	276
2020 Q1	$2K	Hold	100	–	–	﹤0.01%	236
2019 Q4	$3K	Hold	100	–	–	﹤0.01%	245
2019 Q3	$2K	Hold	100	–	–	﹤0.01%	254
2019 Q2	$2K	Hold	100	–	–	﹤0.01%	258
2019 Q1	$2K	Hold	100	–	–	﹤0.01%	263
2018 Q4	$2K	Hold	100	–	–	﹤0.01%	256
2018 Q3	$2K	Hold	100	–	–	﹤0.01%	281
2018 Q2	$2K	Hold	100	–	–	﹤0.01%	267
2018 Q1	$2K	Hold	100	–	–	﹤0.01%	302
2017 Q4	$2K	Hold	100	–	–	﹤0.01%	263
2017 Q3	$2K	Buy	+100	New	+$1.91K	﹤0.01%	288
2016 Q2	–	Sell	-100	Closed	-$2K	–	205
2016 Q1	$2K	Hold	100	–	–	﹤0.01%	206
2015 Q4	$2K	Buy	+100	New	+$1.89K	﹤0.01%	199

Other funds holding WU

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Ramsey Quantitative Systems Louisville, Kentucky $112M AUM 16.38% 1-Year Est. Return