Ritholtz Wealth Management’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,970
| Closed | -$143K | – | 915 |
|
|
2024
Q3 | $143K | Sell |
11,970
-328
| -3% | -$3.91K | ﹤0.01% | 839 |
|
|
2024
Q2 | $150K | Buy |
12,298
+1,890
| +18% | +$23.1K | 0.01% | 781 |
|
|
2024
Q1 | $146K | Sell |
10,408
-86
| -0.8% | -$1.2K | 0.01% | 759 |
|
|
2023
Q4 | $125K | Sell |
10,494
-200
| -2% | -$2.38K | ﹤0.01% | 722 |
|
|
2023
Q3 | $141K | Sell |
10,694
-2,831
| -21% | -$37.3K | 0.01% | 664 |
|
|
2023
Q2 | $159K | Sell |
13,525
-8,859
| -40% | -$104K | 0.01% | 638 |
|
|
2023
Q1 | $250K | Buy |
22,384
+1,542
| +7% | +$17.2K | 0.01% | 562 |
|
|
2022
Q4 | $287K | Sell |
20,842
-7,040
| -25% | -$96.9K | 0.02% | 464 |
|
|
2022
Q3 | $376K | Sell |
27,882
-7,428
| -21% | -$100K | 0.02% | 471 |
|
|
2022
Q2 | $582K | Buy |
+35,310
| New | +$582K | 0.04% | 283 |
|
|
2021
Q4 | – | Sell |
-12,683
| Closed | -$256K | – | 562 |
|
|
2021
Q3 | $256K | Sell |
12,683
-14,658
| -54% | -$296K | 0.02% | 410 |
|
|
2021
Q2 | $628K | Sell |
27,341
-2,562
| -9% | -$58.8K | 0.05% | 210 |
|
|
2021
Q1 | $737K | Buy |
29,903
+1,729
| +6% | +$42.6K | 0.06% | 148 |
|
|
2020
Q4 | $618K | Sell |
28,174
-7,898
| -22% | -$173K | 0.06% | 131 |
|
|
2020
Q3 | $773K | Buy |
36,072
+8,434
| +31% | +$181K | 0.09% | 99 |
|
|
2020
Q2 | $598K | Buy |
27,638
+14,240
| +106% | +$308K | 0.08% | 97 |
|
|
2020
Q1 | $243K | Buy |
+13,398
| New | +$243K | 0.04% | 126 |
|