Pathstone Family Office’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $709K | Buy |
53,761
+40,733
| +313% | +$537K | 0.01% | 861 |
|
|
2023
Q2 | $151K | Buy |
13,028
+734
| +6% | +$8.53K | ﹤0.01% | 1168 |
|
|
2023
Q1 | $138K | Sell |
12,294
-37,946
| -76% | -$425K | ﹤0.01% | 1114 |
|
|
2022
Q4 | $676K | Buy |
50,240
+2,367
| +5% | +$31.8K | 0.01% | 963 |
|
|
2022
Q3 | $646K | Buy |
47,873
+29,349
| +158% | +$396K | 0.01% | 954 |
|
|
2022
Q2 | $305K | Buy |
18,524
+3,736
| +25% | +$61.5K | 0.01% | 786 |
|
|
2022
Q1 | $277K | Buy |
+14,788
| New | +$277K | 0.01% | 781 |
|
|
2021
Q1 | – | Sell |
-71
| Closed | -$2K | – | 1338 |
|
|
2020
Q4 | $2K | Buy |
+71
| New | +$2K | ﹤0.01% | 1033 |
|
|
2017
Q2 | – | Sell |
-48
| Closed | -$1K | – | 653 |
|
|
2017
Q1 | $1K | Buy |
+48
| New | +$1K | ﹤0.01% | 535 |
|
|
2014
Q1 | – | Sell |
-2,070
| Closed | -$36K | – | 235 |
|
|
2013
Q4 | $36K | Buy |
+2,070
| New | +$36K | 0.08% | 73 |
|
|
2013
Q3 | – | Sell |
-2,070
| Closed | -$35K | – | 438 |
|
|
2013
Q2 | $35K | Buy |
+2,070
| New | +$35K | 0.04% | 148 |
|