PCS
Personal CFO Solutions’s Western Union WU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-23,409
| Closed | -$248K | – | 513 |
|
|
2025
Q1 | $248K | Buy |
23,409
+2,535
| +12% | +$26.8K | 0.05% | 370 |
|
|
2024
Q4 | $221K | Sell |
20,874
-117
| -0.6% | -$1.24K | 0.04% | 418 |
|
|
2024
Q3 | $250K | Buy |
20,991
+1,101
| +6% | +$13.1K | 0.04% | 474 |
|
|
2024
Q2 | $243K | Buy |
19,890
+530
| +3% | +$6.48K | 0.04% | 444 |
|
|
2024
Q1 | $271K | Buy |
19,360
+1,825
| +10% | +$25.5K | 0.04% | 426 |
|
|
2023
Q4 | $209K | Sell |
17,535
-298
| -2% | -$3.55K | 0.04% | 479 |
|
|
2023
Q3 | $235K | Buy |
17,833
+3,606
| +25% | +$47.5K | 0.05% | 385 |
|
|
2023
Q2 | $167K | Buy |
14,227
+877
| +7% | +$10.3K | 0.03% | 454 |
|
|
2023
Q1 | $149K | Buy |
13,350
+3,124
| +31% | +$34.8K | 0.03% | 457 |
|
|
2022
Q4 | $141K | Sell |
10,226
-39,235
| -79% | -$540K | 0.03% | 438 |
|
|
2022
Q3 | $668K | Buy |
49,461
+6,744
| +16% | +$91.1K | 0.17% | 121 |
|
|
2022
Q2 | $704K | Sell |
42,717
-3,939
| -8% | -$64.9K | 0.17% | 110 |
|
|
2022
Q1 | $874K | Buy |
46,656
+427
| +0.9% | +$8K | 0.17% | 115 |
|
|
2021
Q4 | $825K | Buy |
+46,229
| New | +$825K | 0.15% | 128 |
|
|
2020
Q1 | – | Sell |
-11,540
| Closed | -$306K | – | 378 |
|
|
2019
Q4 | $306K | Sell |
11,540
-14,042
| -55% | -$372K | 0.09% | 199 |
|
|
2019
Q3 | $595K | Buy |
+25,582
| New | +$595K | 0.24% | 105 |
|