Optimist Retirement Group’s Western Union WU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.92M	Buy	228,290 +206,654	+955%	+$1.74M	0.92%	40
2025 Q1	$229K	Buy	+21,636	New	+$229K	0.11%	99
2024 Q4	–	Sell	-20,476	Closed	-$244K	–	127
2024 Q3	$244K	Hold	20,476	–	–	0.11%	99
2024 Q2	$250K	Buy	+20,476	New	+$250K	0.13%	68