Private Trust Company’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.08K | Hold |
696
| – | – | ﹤0.01% | 2147 |
|
|
2025
Q4 | $6.48K | Sell |
696
-750
| -52% | -$6.62K | ﹤0.01% | 2084 |
|
|
2025
Q3 | $11.6K | Hold |
1,446
| – | – | ﹤0.01% | 1851 |
|
|
2025
Q2 | $12.2K | Sell |
1,446
-179
| -11% | -$1.7K | ﹤0.01% | 1746 |
|
|
2025
Q1 | $17.2K | Buy |
1,625
+100
| +7% | +$1.06K | ﹤0.01% | 1613 |
|
|
2024
Q4 | $16.2K | Hold |
1,525
| – | – | ﹤0.01% | 1564 |
|
|
2024
Q3 | $18.2K | Hold |
1,525
| – | – | ﹤0.01% | 1511 |
|
|
2024
Q2 | $18.6K | Buy |
1,525
+97
| +7% | +$1.26K | ﹤0.01% | 1470 |
|
|
2024
Q1 | $20K | Hold |
1,428
| – | – | ﹤0.01% | 1435 |
|
|
2023
Q4 | $17K | Sell |
1,428
-86
| -6% | -$1.05K | ﹤0.01% | 1463 |
|
|
2023
Q3 | $20K | Buy |
1,514
+91
| +6% | +$1.11K | ﹤0.01% | 1357 |
|
|
2023
Q2 | $16.7K | Buy |
1,423
+86
| +6% | +$991 | ﹤0.01% | 1428 |
|
|
2023
Q1 | $14.9K | Sell |
1,337
-276
| -17% | -$3.59K | ﹤0.01% | 1438 |
|
|
2022
Q4 | $22K | Buy |
1,613
+405
| +34% | +$5.59K | ﹤0.01% | 1269 |
|
|
2022
Q3 | $16K | Sell |
1,208
-150
| -11% | -$2.35K | ﹤0.01% | 1287 |
|
|
2022
Q2 | $22K | Buy |
+1,358
| New | +$23.9K | ﹤0.01% | 1208 |
|
|
2015
Q1 | – | Sell |
-10,018
| Closed | -$179K | – | 334 |
|
|
2014
Q4 | $179K | Buy |
10,018
+5,251
| +110% | +$91.1K | 0.06% | 284 |
|
|
2014
Q3 | $76K | Buy |
4,767
+2,355
| +98% | +$40.5K | 0.03% | 440 |
|
|
2014
Q2 | $42K | Sell |
2,412
-1,000
| -29% | -$16.2K | 0.01% | 609 |
|
|
2014
Q1 | $56K | Sell |
3,412
-33
| -1% | -$537 | 0.02% | 471 |
|
|
2013
Q4 | $59K | Sell |
3,445
-130
| -4% | -$2.28K | 0.02% | 428 |
|
|
2013
Q3 | $67K | Buy |
3,575
+35
| +1% | +$629 | 0.03% | 375 |
|
|
2013
Q2 | $61K | Buy |
+3,540
| New | +$56.1K | 0.03% | 373 |
|
Other funds holding WU
VPM
VCM
