Mutual Advisors’s Western Union WU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-40,574
| Closed | -$567K | – | 1167 |
|
2024
Q1 | $567K | Sell |
40,574
-22,890
| -36% | -$320K | 0.02% | 655 |
|
2023
Q4 | $756K | Buy |
63,464
+23,489
| +59% | +$280K | 0.03% | 533 |
|
2023
Q3 | $527K | Buy |
39,975
+677
| +2% | +$8.92K | 0.02% | 607 |
|
2023
Q2 | $461K | Sell |
39,298
-608
| -2% | -$7.13K | 0.02% | 657 |
|
2023
Q1 | $445K | Buy |
39,906
+124
| +0.3% | +$1.38K | 0.02% | 660 |
|
2022
Q4 | $548K | Sell |
39,782
-9,065
| -19% | -$125K | 0.02% | 559 |
|
2022
Q3 | $659K | Buy |
48,847
+3,457
| +8% | +$46.6K | 0.03% | 488 |
|
2022
Q2 | $748K | Buy |
45,390
+2,339
| +5% | +$38.5K | 0.05% | 419 |
|
2022
Q1 | $807K | Buy |
43,051
+1,926
| +5% | +$36.1K | 0.05% | 440 |
|
2021
Q4 | $734K | Buy |
41,125
+21,400
| +108% | +$382K | 0.04% | 479 |
|
2021
Q3 | $399K | Buy |
+19,725
| New | +$399K | 0.02% | 620 |
|