OWA
One Wealth Advisors’s Western Union WU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20,257
| Closed | -$214K | – | 303 |
|
|
2025
Q1 | $214K | Buy |
20,257
+8,496
| +72% | +$89.9K | 0.03% | 266 |
|
|
2024
Q4 | $125K | Sell |
11,761
-10,349
| -47% | -$110K | 0.02% | 248 |
|
|
2024
Q3 | $264K | Sell |
22,110
-54
| -0.2% | -$644 | 0.04% | 216 |
|
|
2024
Q2 | $259K | Buy |
22,164
+11,044
| +99% | +$129K | 0.06% | 179 |
|
|
2024
Q1 | $155K | Buy |
+11,120
| New | +$155K | 0.03% | 245 |
|
|
2023
Q3 | – | Sell |
-13,217
| Closed | -$155K | – | 226 |
|
|
2023
Q2 | $155K | Sell |
13,217
-844
| -6% | -$9.9K | 0.03% | 205 |
|
|
2023
Q1 | $157K | Buy |
14,061
+8,513
| +153% | +$94.9K | 0.04% | 195 |
|
|
2022
Q4 | $76.4K | Buy |
+5,548
| New | +$76.4K | 0.02% | 334 |
|
|
2021
Q2 | – | Sell |
-8,483
| Closed | -$209K | – | 189 |
|
|
2021
Q1 | $209K | Sell |
8,483
-7,412
| -47% | -$183K | 0.08% | 145 |
|
|
2020
Q4 | $349K | Buy |
+15,895
| New | +$349K | 0.19% | 72 |
|
|
2020
Q3 | – | Sell |
-23,302
| Closed | -$504K | – | 103 |
|
|
2020
Q2 | $504K | Sell |
23,302
-1,035
| -4% | -$22.4K | 0.4% | 24 |
|
|
2020
Q1 | $441K | Buy |
24,337
+1,000
| +4% | +$18.1K | 0.44% | 28 |
|
|
2019
Q4 | $625K | Buy |
23,337
+2,369
| +11% | +$63.4K | 0.46% | 25 |
|
|
2019
Q3 | $486K | Buy |
20,968
+3,429
| +20% | +$79.5K | 0.42% | 32 |
|
|
2019
Q2 | $349K | Sell |
17,539
-767
| -4% | -$15.3K | 0.29% | 57 |
|
|
2019
Q1 | $338K | Buy |
18,306
+5,797
| +46% | +$107K | 0.28% | 60 |
|
|
2018
Q4 | $213K | Sell |
12,509
-4,428
| -26% | -$75.4K | 0.21% | 86 |
|
|
2018
Q3 | $323K | Sell |
16,937
-5,106
| -23% | -$97.4K | 0.25% | 77 |
|
|
2018
Q2 | $448K | Sell |
22,043
-7,525
| -25% | -$153K | 0.36% | 35 |
|
|
2018
Q1 | $569K | Sell |
29,568
-1,666
| -5% | -$32.1K | 0.5% | 20 |
|
|
2017
Q4 | $594K | Buy |
+31,234
| New | +$594K | 0.48% | 23 |
|