Rowlandmiller & Partners’s Western Union WU Stock Holding History

Rowlandmiller & Partners’s Portfolio WU Stock Details WU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$679K	Buy	80,637 +16	+0%	+$135	0.14%	91
2025 Q1	$853K	Sell	80,621 -2,327	-3%	-$24.6K	0.18%	87
2024 Q4	$879K	Sell	82,948 -7,936	-9%	-$84.1K	0.18%	87
2024 Q3	$1.08M	Sell	90,884 -789	-0.9%	-$9.41K	0.22%	83
2024 Q2	$1.12M	Sell	91,673 -4,830	-5%	-$59K	0.24%	73
2024 Q1	$1.35M	Buy	96,503 +10	+0%	+$140	0.28%	70
2023 Q4	$1.15M	Sell	96,493 -7,526	-7%	-$89.7K	0.26%	69
2023 Q3	$1.37M	Sell	104,019 -570	-0.5%	-$7.51K	0.34%	60
2023 Q2	$1.23M	Buy	104,589 +11	+0%	+$129	0.29%	66
2023 Q1	$1.17M	Hold	104,578	–	–	0.28%	65
2022 Q4	$1.47M	Buy	104,578 +16	+0%	+$225	0.36%	59
2022 Q3	$1.41M	Sell	104,562 -823	-0.8%	-$11.1K	0.38%	57
2022 Q2	$1.74M	Buy	105,385 +1,928	+2%	+$31.8K	0.44%	56
2022 Q1	$1.94M	Buy	103,457 +17,483	+20%	+$328K	0.45%	55
2021 Q4	$1.53M	Buy	85,974 +8,717	+11%	+$156K	0.34%	60
2021 Q3	$1.67M	Sell	77,257 -6,562	-8%	-$142K	0.57%	49
2021 Q2	$1.93M	Buy	83,819 +3,662	+5%	+$84.1K	0.47%	53
2021 Q1	$1.98M	Buy	80,157 +937	+1%	+$23.1K	0.52%	51
2020 Q4	$1.74M	Sell	79,220 -1,535	-2%	-$33.7K	0.5%	54
2020 Q3	$1.46M	Buy	80,755 +3,498	+5%	+$63.4K	0.59%	47
2020 Q2	$1.67M	Sell	77,257 -3,498	-4%	-$75.6K	0.57%	49
2020 Q1	$1.46M	Buy	80,755 +807	+1%	+$14.6K	0.59%	47
2019 Q4	$2.14M	Sell	79,948 -1,279	-2%	-$34.3K	0.67%	45
2019 Q3	$1.89M	Buy	81,227 +830	+1%	+$19.3K	0.64%	47
2019 Q2	$1.59M	Sell	80,397 -598	-0.7%	-$11.9K	0.55%	48
2019 Q1	$1.5M	Buy	80,995 +2,340	+3%	+$43.2K	0.54%	48
2018 Q4	$1.34M	Sell	78,655 -500	-0.6%	-$8.53K	0.54%	47
2018 Q3	$1.51M	Buy	79,155 +1,600	+2%	+$30.5K	0.55%	51
2018 Q2	$1.58M	Buy	77,555 +16,525	+27%	+$337K	0.62%	48
2018 Q1	$1.18M	Buy	61,030 +11,275	+23%	+$218K	0.47%	54
2017 Q4	$949K	Sell	49,755 -1,210	-2%	-$23.1K	0.37%	52
2017 Q3	$975K	Buy	50,965 +22,480	+79%	+$430K	0.4%	54
2017 Q2	$542K	Buy	+28,485	New	+$542K	0.23%	68