RIA
Regal Investment Advisors’s Western Union WU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,260
| Closed | -$143K | – | 608 |
|
|
2024
Q1 | $143K | Buy |
+10,260
| New | +$143K | 0.01% | 558 |
|
|
2016
Q1 | – | Sell |
-187,020
| Closed | -$3.35M | – | 286 |
|
|
2015
Q4 | $3.35M | Buy |
187,020
+13,385
| +8% | +$240K | 0.87% | 38 |
|
|
2015
Q3 | $3.19M | Buy |
173,635
+9,836
| +6% | +$181K | 0.83% | 28 |
|
|
2015
Q2 | $3.33M | Buy |
163,799
+6,122
| +4% | +$124K | 0.9% | 24 |
|
|
2015
Q1 | $3.28M | Buy |
157,677
+8,398
| +6% | +$175K | 0.81% | 26 |
|
|
2014
Q4 | $2.67M | Buy |
149,279
+8,878
| +6% | +$159K | 0.72% | 40 |
|
|
2014
Q3 | $2.25M | Buy |
140,401
+6,623
| +5% | +$106K | 0.68% | 50 |
|
|
2014
Q2 | $2.32M | Buy |
133,778
+132,778
| +13,278% | +$2.3M | 0.83% | 36 |
|
|
2014
Q1 | $16K | Hold |
1,000
| – | – | 0.01% | 562 |
|
|
2013
Q4 | $17K | Buy |
+1,000
| New | +$17K | 0.01% | 498 |
|