Rothschild Investment LLC’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 | $10.9K | Buy |
1,298
+70
| +6% | +$589 | ﹤0.01% | 1189 |
|
|
2025
Q1 | $13K | Buy |
1,228
+3
| +0.2% | +$32 | ﹤0.01% | 1110 |
|
|
2024
Q4 | $13K | Buy |
1,225
+52
| +4% | +$551 | ﹤0.01% | 1103 |
|
|
2024
Q3 | $14K | Buy |
1,173
+35
| +3% | +$417 | ﹤0.01% | 1081 |
|
|
2024
Q2 | $13.9K | Buy |
1,138
+41
| +4% | +$501 | ﹤0.01% | 1045 |
|
|
2024
Q1 | $15.3K | Hold |
1,097
| – | – | ﹤0.01% | 980 |
|
|
2023
Q4 | $13.1K | Buy |
+1,097
| New | +$13.1K | ﹤0.01% | 942 |
|
|
2015
Q1 | – | Sell |
-11,650
| Closed | -$209K | – | 518 |
|
|
2014
Q4 | $209K | Buy |
11,650
+1,500
| +15% | +$26.9K | 0.03% | 448 |
|
|
2014
Q3 | $163K | Sell |
10,150
-17,150
| -63% | -$275K | 0.02% | 462 |
|
|
2014
Q2 | $473K | Hold |
27,300
| – | – | 0.06% | 273 |
|
|
2014
Q1 | $447K | Sell |
27,300
-5,100
| -16% | -$83.5K | 0.06% | 287 |
|
|
2013
Q4 | $559K | Buy |
32,400
+800
| +3% | +$13.8K | 0.08% | 251 |
|
|
2013
Q3 | $590K | Sell |
31,600
-400
| -1% | -$7.47K | 0.09% | 222 |
|
|
2013
Q2 | $548K | Buy |
+32,000
| New | +$548K | 0.09% | 218 |
|