Patton Albertson Miller Group’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-16,975
| Closed | -$304K | – | 155 |
|
|
2014
Q4 | $304K | Sell |
16,975
-8,988
| -35% | -$161K | 0.14% | 136 |
|
|
2014
Q3 | $424K | Sell |
25,963
-16,515
| -39% | -$270K | 0.22% | 119 |
|
|
2014
Q2 | $733K | Sell |
42,478
-21,557
| -34% | -$372K | 0.37% | 94 |
|
|
2014
Q1 | $1.05M | Sell |
64,035
-22,705
| -26% | -$372K | 0.55% | 60 |
|
|
2013
Q4 | $1.5M | Sell |
86,740
-2,305
| -3% | -$39.8K | 0.88% | 42 |
|
|
2013
Q3 | $1.66M | Buy |
89,045
+3,995
| +5% | +$74.6K | 0.99% | 34 |
|
|
2013
Q2 | $1.46M | Buy |
+85,050
| New | +$1.46M | 0.88% | 40 |
|