Morningstar Investment Services’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-25,090
| Closed | -$300K | – | 417 |
|
|
2023
Q4 | $300K | Buy |
25,090
+11,923
| +91% | +$143K | ﹤0.01% | 350 |
|
|
2023
Q3 | $177K | Sell |
13,167
-107
| -0.8% | -$1.44K | ﹤0.01% | 274 |
|
|
2023
Q2 | $154K | Sell |
13,274
-135,833
| -91% | -$1.58M | ﹤0.01% | 244 |
|
|
2023
Q1 | $1.65M | Buy |
+149,107
| New | +$1.65M | 0.02% | 157 |
|
|
2022
Q1 | – | Sell |
-211,943
| Closed | -$3.78M | – | 256 |
|
|
2021
Q4 | $3.78M | Buy |
211,943
+29,245
| +16% | +$522K | 0.04% | 143 |
|
|
2021
Q3 | $3.8M | Buy |
+182,698
| New | +$3.8M | 0.04% | 137 |
|
|
2016
Q4 | – | Sell |
-38,511
| Closed | -$802K | – | 219 |
|
|
2016
Q3 | $802K | Sell |
38,511
-33,303
| -46% | -$694K | 0.02% | 171 |
|
|
2016
Q2 | $1.39M | Buy |
71,814
+46,919
| +188% | +$908K | 0.04% | 151 |
|
|
2016
Q1 | $480K | Sell |
24,895
-721,580
| -97% | -$13.9M | 0.02% | 178 |
|
|
2015
Q4 | $13.4M | Sell |
746,475
-22,851
| -3% | -$409K | 0.53% | 58 |
|
|
2015
Q3 | $14.1M | Buy |
769,326
+103,895
| +16% | +$1.91M | 0.6% | 50 |
|
|
2015
Q2 | $13.5M | Sell |
665,431
-38,558
| -5% | -$784K | 0.58% | 57 |
|
|
2015
Q1 | $14.7M | Sell |
703,989
-147,210
| -17% | -$3.06M | 0.64% | 53 |
|
|
2014
Q4 | $15.2M | Buy |
851,199
+76,782
| +10% | +$1.38M | 0.72% | 45 |
|
|
2014
Q3 | $12.4M | Buy |
774,417
+43,099
| +6% | +$691K | 0.64% | 49 |
|
|
2014
Q2 | $12.7M | Buy |
731,318
+83,346
| +13% | +$1.45M | 0.74% | 42 |
|
|
2014
Q1 | $10.6M | Buy |
647,972
+70,466
| +12% | +$1.15M | 0.72% | 41 |
|
|
2013
Q4 | $9.96M | Buy |
577,506
+69,797
| +14% | +$1.2M | 0.75% | 40 |
|
|
2013
Q3 | $9.49M | Buy |
507,709
+15,108
| +3% | +$282K | 0.83% | 33 |
|
|
2013
Q2 | $8.43M | Buy |
+492,601
| New | +$8.43M | 0.88% | 27 |
|