Rockefeller Capital Management’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 | $2.25M | Buy |
267,160
+25,888
| +11% | +$218K | ﹤0.01% | 1073 |
|
|
2025
Q1 | $2.55M | Sell |
241,272
-23,863
| -9% | -$252K | 0.01% | 942 |
|
|
2024
Q4 | $2.81M | Buy |
265,135
+189,125
| +249% | +$2M | 0.01% | 891 |
|
|
2024
Q3 | $907K | Sell |
76,010
-178,774
| -70% | -$2.13M | ﹤0.01% | 1257 |
|
|
2024
Q2 | $3.11M | Buy |
254,784
+182,049
| +250% | +$2.22M | 0.01% | 840 |
|
|
2024
Q1 | $1.02M | Buy |
72,735
+694
| +1% | +$9.7K | ﹤0.01% | 1255 |
|
|
2023
Q4 | $859K | Sell |
72,041
-392
| -0.5% | -$4.67K | ﹤0.01% | 1197 |
|
|
2023
Q3 | $955K | Sell |
72,433
-213
| -0.3% | -$2.81K | ﹤0.01% | 1095 |
|
|
2023
Q2 | $852K | Buy |
72,646
+8,732
| +14% | +$102K | ﹤0.01% | 1152 |
|
|
2023
Q1 | $712K | Sell |
63,914
-122
| -0.2% | -$1.36K | ﹤0.01% | 1201 |
|
|
2022
Q4 | $880K | Buy |
64,036
+5,579
| +10% | +$76.7K | ﹤0.01% | 1055 |
|
|
2022
Q3 | $788K | Buy |
58,457
+11,826
| +25% | +$159K | ﹤0.01% | 1096 |
|
|
2022
Q2 | $767K | Buy |
46,631
+8,760
| +23% | +$144K | ﹤0.01% | 1087 |
|
|
2022
Q1 | $709K | Buy |
37,871
+6,714
| +22% | +$126K | ﹤0.01% | 1184 |
|
|
2021
Q4 | $555K | Buy |
31,157
+10,965
| +54% | +$195K | ﹤0.01% | 1278 |
|
|
2021
Q3 | $408K | Buy |
20,192
+865
| +4% | +$17.5K | ﹤0.01% | 1329 |
|
|
2021
Q2 | $443K | Buy |
19,327
+2,931
| +18% | +$67.2K | ﹤0.01% | 1239 |
|
|
2021
Q1 | $404K | Sell |
16,396
-1,356
| -8% | -$33.4K | ﹤0.01% | 1095 |
|
|
2020
Q4 | $389K | Sell |
17,752
-467
| -3% | -$10.2K | ﹤0.01% | 995 |
|
|
2020
Q3 | $390K | Sell |
18,219
-2,272
| -11% | -$48.6K | ﹤0.01% | 848 |
|
|
2020
Q2 | $443K | Sell |
20,491
-497
| -2% | -$10.7K | ﹤0.01% | 744 |
|
|
2020
Q1 | $381K | Sell |
20,988
-2,107
| -9% | -$38.2K | 0.01% | 666 |
|
|
2019
Q4 | $618K | Buy |
23,095
+6,238
| +37% | +$167K | 0.01% | 536 |
|
|
2019
Q3 | $391K | Buy |
+16,857
| New | +$391K | 0.01% | 516 |
|
|
2019
Q2 | – | Sell |
-1,125
| Closed | -$21K | – | 2018 |
|
|
2019
Q1 | $21K | Buy |
1,125
+499
| +80% | +$9.32K | ﹤0.01% | 1223 |
|
|
2018
Q4 | $11K | Hold |
626
| – | – | ﹤0.01% | 691 |
|
|
2018
Q3 | $12K | Hold |
626
| – | – | ﹤0.01% | 559 |
|
|
2018
Q2 | $13K | Buy |
+626
| New | +$13K | ﹤0.01% | 570 |
|