Shelton 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 | $105K | Hold |
12,497
| – | – | ﹤0.01% | 699 |
|
|
2025
Q1 | $132K | Sell |
12,497
-1,132
| -8% | -$12K | ﹤0.01% | 679 |
|
|
2024
Q4 | $144K | Hold |
13,629
| – | – | ﹤0.01% | 710 |
|
|
2024
Q3 | $163K | Hold |
13,629
| – | – | ﹤0.01% | 727 |
|
|
2024
Q2 | $167K | Sell |
13,629
-2,545
| -16% | -$31.1K | ﹤0.01% | 686 |
|
|
2024
Q1 | $226K | Hold |
16,174
| – | – | 0.01% | 652 |
|
|
2023
Q4 | $193K | Sell |
16,174
-1,298
| -7% | -$15.5K | 0.01% | 695 |
|
|
2023
Q3 | $230K | Sell |
17,472
-1,319
| -7% | -$17.4K | 0.01% | 582 |
|
|
2023
Q2 | $220K | Sell |
18,791
-499
| -3% | -$5.85K | 0.01% | 645 |
|
|
2023
Q1 | $215K | Sell |
19,290
-1,013
| -5% | -$11.3K | 0.01% | 647 |
|
|
2022
Q4 | $280K | Sell |
20,303
-531
| -3% | -$7.31K | 0.03% | 467 |
|
|
2022
Q3 | $281K | Sell |
20,834
-1,099
| -5% | -$14.8K | 0.01% | 479 |
|
|
2022
Q2 | $361K | Buy |
21,933
+1
| +0% | +$16 | 0.02% | 399 |
|
|
2022
Q1 | $411K | Buy |
+21,932
| New | +$411K | 0.02% | 410 |
|
|
2021
Q4 | – | Sell |
-58,430
| Closed | -$1.18M | – | 888 |
|
|
2021
Q3 | $1.18M | Sell |
58,430
-2,694
| -4% | -$54.5K | 0.05% | 262 |
|
|
2021
Q2 | $1.4M | Sell |
61,124
-64,512
| -51% | -$1.48M | 0.05% | 249 |
|
|
2021
Q1 | $3.1M | Buy |
125,636
+60,822
| +94% | +$1.5M | 0.11% | 180 |
|
|
2020
Q4 | $1.42M | Sell |
64,814
-10,894
| -14% | -$239K | 0.06% | 226 |
|
|
2020
Q3 | $1.62M | Sell |
75,708
-79,866
| -51% | -$1.71M | 0.07% | 282 |
|
|
2020
Q2 | $3.36M | Buy |
155,574
+76,204
| +96% | +$1.65M | 0.19% | 106 |
|
|
2020
Q1 | $1.44M | Buy |
+79,370
| New | +$1.44M | 0.1% | 178 |
|