SAG
SageView Advisory Group’s Western Union WU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,768
| Closed | -$128K | – | 612 |
|
|
2024
Q3 | $128K | Sell |
10,768
-5,230
| -33% | -$62.4K | 0.01% | 502 |
|
|
2024
Q2 | $195K | Buy |
15,998
+9,800
| +158% | +$120K | 0.01% | 545 |
|
|
2024
Q1 | $509K | Sell |
6,198
-15,868
| -72% | -$1.3M | 0.03% | 318 |
|
|
2023
Q4 | $283K | Buy |
22,066
+8,374
| +61% | +$107K | 0.01% | 528 |
|
|
2023
Q3 | $180K | Sell |
13,692
-1,408
| -9% | -$18.6K | 0.01% | 514 |
|
|
2023
Q2 | $177K | Buy |
15,100
+4,320
| +40% | +$50.7K | 0.01% | 532 |
|
|
2023
Q1 | $120K | Buy |
+10,780
| New | +$120K | 0.01% | 455 |
|