Optimum Investment Advisors’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-300
| Closed | -$3.17K | – | 647 |
|
|
2025
Q1 | $3.17K | Hold |
300
| – | – | ﹤0.01% | 580 |
|
|
2024
Q4 | $3.18K | Hold |
300
| – | – | ﹤0.01% | 569 |
|
|
2024
Q3 | $3.58K | Hold |
300
| – | – | ﹤0.01% | 585 |
|
|
2024
Q2 | $3.67K | Hold |
300
| – | – | ﹤0.01% | 578 |
|
|
2024
Q1 | $4.19K | Buy |
+300
| New | +$3.86K | ﹤0.01% | 575 |
|
|
2023
Q2 | – | Sell |
-200
| Closed | -$2.23K | – | 761 |
|
|
2023
Q1 | $2.23K | Hold |
200
| – | – | ﹤0.01% | 669 |
|
|
2022
Q4 | $2.75K | Hold |
200
| – | – | ﹤0.01% | 671 |
|
|
2022
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 708 |
|
|
2022
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 741 |
|
|
2022
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 754 |
|
|
2021
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 755 |
|
|
2021
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 768 |
|
|
2021
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 821 |
|
|
2021
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 827 |
|
|
2020
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 806 |
|
|
2020
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 787 |
|
|
2020
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 769 |
|
|
2020
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 784 |
|
|
2019
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 853 |
|
|
2019
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 890 |
|
|
2019
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 869 |
|
|
2019
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 923 |
|
|
2018
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 894 |
|
|
2018
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 947 |
|
|
2018
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 961 |
|
|
2018
Q1 | $4K | Buy |
+200
| New | +$4.01K | ﹤0.01% | 925 |
|
|
2015
Q1 | $41K | Hold |
1,964
| – | – | 0.01% | 556 |
|
|
2014
Q4 | $35K | Hold |
1,964
| – | – | 0.01% | 590 |
|
|
2014
Q3 | $32K | Hold |
1,964
| – | – | 0.01% | 556 |
|
|
2014
Q2 | $34K | Sell |
1,964
-1,000
| -34% | -$16.2K | 0.01% | 558 |
|
|
2014
Q1 | $48K | Hold |
2,964
| – | – | 0.02% | 407 |
|
|
2013
Q4 | $51K | Hold |
2,964
| – | – | 0.02% | 393 |
|
|
2013
Q3 | $55K | Buy |
+2,964
| New | +$53.3K | 0.02% | 362 |
|
Other funds holding WU
DG
Optimum Investment Advisors's WU Position: Q2 2025 in Review
Optimum Investment Advisors sold out of Western Union (WU) in Q2 2025, closing a stake of 300 shares — an estimated $3.17K sold.
Optimum Investment Advisors first reported a position in WU in Q3 2013 and held it in 33 quarters. The position peaked at $55K in Q3 2013. 469 funds tracked by Wall St. Rank hold WU as of Q2 2025.
- Optimum Investment Advisors reported no remaining Western Union position as of Q2 2025 after selling out during the quarter.
- Optimum Investment Advisors sold 300 Western Union shares in Q2 2025, an estimated $3.17K.
- Optimum Investment Advisors first reported a position in Western Union in Q3 2013 and held it in 33 quarters.
- Optimum Investment Advisors's Western Union position peaked at $55K in Q3 2013.
- 469 funds tracked by Wall St. Rank held Western Union as of Q2 2025.
Based on Optimum Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.