Optimum Investment Advisors’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 | – | Sell |
-300
| Closed | -$3.17K | – | 645 |
|
2025
Q1 | $3.17K | Hold |
300
| – | – | ﹤0.01% | 579 |
|
2024
Q4 | $3.18K | Hold |
300
| – | – | ﹤0.01% | 568 |
|
2024
Q3 | $3.58K | Hold |
300
| – | – | ﹤0.01% | 584 |
|
2024
Q2 | $3.67K | Hold |
300
| – | – | ﹤0.01% | 577 |
|
2024
Q1 | $4.19K | Buy |
+300
| New | +$4.19K | ﹤0.01% | 574 |
|
2023
Q2 | – | Sell |
-200
| Closed | -$2.23K | – | 754 |
|
2023
Q1 | $2.23K | Hold |
200
| – | – | ﹤0.01% | 667 |
|
2022
Q4 | $2.75K | Hold |
200
| – | – | ﹤0.01% | 670 |
|
2022
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 703 |
|
2022
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 737 |
|
2022
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 752 |
|
2021
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 753 |
|
2021
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 766 |
|
2021
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 820 |
|
2021
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 824 |
|
2020
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 802 |
|
2020
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 777 |
|
2020
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 768 |
|
2020
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 783 |
|
2019
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 852 |
|
2019
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 890 |
|
2019
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 868 |
|
2019
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 920 |
|
2018
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 891 |
|
2018
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 943 |
|
2018
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 956 |
|
2018
Q1 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 919 |
|
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% | -$17.3K | 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 | +$55K | 0.02% | 362 |
|