Principle Wealth Partners’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 | $148K | Sell |
17,533
-1,924
| -10% | -$16.2K | 0.01% | 355 |
|
|
2025
Q1 | $206K | Buy |
+19,457
| New | +$206K | 0.01% | 330 |
|
|
2024
Q4 | – | Sell |
-14,222
| Closed | -$170K | – | 348 |
|
|
2024
Q3 | $170K | Buy |
+14,222
| New | +$170K | 0.01% | 335 |
|
|
2024
Q2 | – | Sell |
-14,222
| Closed | -$199K | – | 347 |
|
|
2024
Q1 | $199K | Buy |
14,222
+702
| +5% | +$9.81K | 0.02% | 339 |
|
|
2023
Q4 | $161K | Hold |
13,520
| – | – | 0.01% | 332 |
|
|
2023
Q3 | $178K | Sell |
13,520
-2,110
| -13% | -$27.8K | 0.02% | 315 |
|
|
2023
Q2 | $183K | Hold |
15,630
| – | – | 0.02% | 319 |
|
|
2023
Q1 | $174K | Hold |
15,630
| – | – | 0.02% | 311 |
|
|
2022
Q4 | $215K | Buy |
15,630
+200
| +1% | +$2.75K | 0.02% | 295 |
|
|
2022
Q3 | $208 | Hold |
15,430
| – | – | 0.02% | 282 |
|
|
2022
Q2 | $254K | Hold |
15,430
| – | – | 0.03% | 271 |
|
|
2022
Q1 | $289K | Hold |
15,430
| – | – | 0.03% | 263 |
|
|
2021
Q4 | $275K | Buy |
+15,430
| New | +$275K | 0.03% | 271 |
|