Shelton Capital Management’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $95.7K | Hold |
10,965
| – | – | ﹤0.01% | 710 |
|
|
2025
Q4 | $102K | Buy |
+10,965
| New | +$96.8K | ﹤0.01% | 692 |
|
|
2025
Q3 | – | Sell |
-12,497
| Closed | -$105K | – | 774 |
|
|
2025
Q2 | $105K | Hold |
12,497
| – | – | ﹤0.01% | 700 |
|
|
2025
Q1 | $132K | Sell |
12,497
-1,132
| -8% | -$12K | ﹤0.01% | 683 |
|
|
2024
Q4 | $144K | Hold |
13,629
| – | – | ﹤0.01% | 711 |
|
|
2024
Q3 | $163K | Hold |
13,629
| – | – | ﹤0.01% | 727 |
|
|
2024
Q2 | $167K | Sell |
13,629
-2,545
| -16% | -$33.1K | ﹤0.01% | 696 |
|
|
2024
Q1 | $226K | Hold |
16,174
| – | – | 0.01% | 662 |
|
|
2023
Q4 | $193K | Sell |
16,174
-1,298
| -7% | -$15.8K | 0.01% | 704 |
|
|
2023
Q3 | $230K | Sell |
17,472
-1,319
| -7% | -$16.2K | 0.01% | 587 |
|
|
2023
Q2 | $220K | Sell |
18,791
-499
| -3% | -$5.75K | 0.01% | 651 |
|
|
2023
Q1 | $215K | Sell |
19,290
-1,013
| -5% | -$13.2K | 0.01% | 653 |
|
|
2022
Q4 | $280K | Sell |
20,303
-531
| -3% | -$7.33K | 0.03% | 471 |
|
|
2022
Q3 | $281K | Sell |
20,834
-1,099
| -5% | -$17.2K | 0.01% | 481 |
|
|
2022
Q2 | $361K | Buy |
21,933
+1
| +0% | +$18 | 0.02% | 402 |
|
|
2022
Q1 | $411K | Buy |
+21,932
| New | +$406K | 0.02% | 421 |
|
|
2021
Q4 | – | Sell |
-58,430
| Closed | -$1.18M | – | 892 |
|
|
2021
Q3 | $1.18M | Sell |
58,430
-2,694
| -4% | -$59.5K | 0.05% | 264 |
|
|
2021
Q2 | $1.4M | Sell |
61,124
-64,512
| -51% | -$1.61M | 0.05% | 251 |
|
|
2021
Q1 | $3.1M | Buy |
125,636
+60,822
| +94% | +$1.43M | 0.11% | 183 |
|
|
2020
Q4 | $1.42M | Sell |
64,814
-10,894
| -14% | -$236K | 0.07% | 232 |
|
|
2020
Q3 | $1.62M | Sell |
75,708
-79,866
| -51% | -$1.81M | 0.07% | 287 |
|
|
2020
Q2 | $3.36M | Buy |
155,574
+76,204
| +96% | +$1.55M | 0.19% | 108 |
|
|
2020
Q1 | $1.44M | Buy |
+79,370
| New | +$1.95M | 0.12% | 184 |
|
Other funds holding WU
VPM
VCM
