SWA
SOA Wealth Advisors’s Western Union WU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56 | Buy |
7
+1
| +17% | +$8 | ﹤0.01% | 856 |
|
|
2025
Q1 | $69 | Hold |
6
| – | – | ﹤0.01% | 857 |
|
|
2024
Q4 | $67 | Hold |
6
| – | – | ﹤0.01% | 851 |
|
|
2024
Q3 | $74 | Hold |
6
| – | – | ﹤0.01% | 819 |
|
|
2024
Q2 | $75 | Hold |
6
| – | – | ﹤0.01% | 834 |
|
|
2024
Q1 | $82 | Hold |
6
| – | – | ﹤0.01% | 883 |
|
|
2023
Q4 | $69 | Hold |
6
| – | – | ﹤0.01% | 889 |
|
|
2023
Q3 | $75 | Hold |
6
| – | – | ﹤0.01% | 911 |
|
|
2023
Q2 | $65 | Buy |
6
+1
| +20% | +$11 | ﹤0.01% | 919 |
|
|
2023
Q1 | $61 | Hold |
5
| – | – | ﹤0.01% | 947 |
|
|
2022
Q4 | $74 | Hold |
5
| – | – | ﹤0.01% | 949 |
|
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 1008 |
|
|
2022
Q2 | $0 | Sell |
5
-28
| -85% | – | ﹤0.01% | 1053 |
|
|
2022
Q1 | $0 | Hold |
33
| – | – | ﹤0.01% | 1024 |
|
|
2021
Q4 | $0 | Hold |
33
| – | – | ﹤0.01% | 1001 |
|
|
2021
Q3 | $0 | Buy |
33
+6
| +22% | – | ﹤0.01% | 1006 |
|
|
2021
Q2 | $0 | Buy |
27
+7
| +35% | – | ﹤0.01% | 982 |
|
|
2021
Q1 | $0 | Sell |
20
-33
| -62% | – | ﹤0.01% | 941 |
|
|
2020
Q4 | $1K | Buy |
+53
| New | +$1K | ﹤0.01% | 773 |
|