Steward Partners Investment Advisory’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 | $25.7K | Sell |
2,938
-99
| -3% | -$937 | ﹤0.01% | 3115 |
|
|
2025
Q4 | $28.3K | Buy |
3,037
+237
| +8% | +$2.09K | ﹤0.01% | 2982 |
|
|
2025
Q3 | $22.4K | Sell |
2,800
-1,056
| -27% | -$8.83K | ﹤0.01% | 3044 |
|
|
2025
Q2 | $32.5K | Buy |
3,856
+578
| +18% | +$5.49K | ﹤0.01% | 2696 |
|
|
2025
Q1 | $34.7K | Hold |
3,278
| – | – | ﹤0.01% | 2559 |
|
|
2024
Q4 | $34.7K | Sell |
3,278
-10
| -0.3% | -$111 | ﹤0.01% | 2530 |
|
|
2024
Q3 | $39.2K | Sell |
3,288
-30,393
| -90% | -$367K | ﹤0.01% | 2358 |
|
|
2024
Q2 | $412K | Buy |
33,681
+30,095
| +839% | +$391K | ﹤0.01% | 1141 |
|
|
2024
Q1 | $50.1K | Hold |
3,586
| – | – | ﹤0.01% | 2116 |
|
|
2023
Q4 | $42.7K | Buy |
3,586
+98
| +3% | +$1.2K | ﹤0.01% | 2065 |
|
|
2023
Q3 | $46K | Buy |
3,488
+1,000
| +40% | +$12.3K | ﹤0.01% | 1953 |
|
|
2023
Q2 | $29.2K | Sell |
2,488
-462
| -16% | -$5.32K | ﹤0.01% | 2095 |
|
|
2023
Q1 | $32.9K | Hold |
2,950
| – | – | ﹤0.01% | 2044 |
|
|
2022
Q4 | $40.6K | Hold |
2,950
| – | – | ﹤0.01% | 1929 |
|
|
2022
Q3 | $40K | Sell |
2,950
-19
| -0.6% | -$298 | ﹤0.01% | 1899 |
|
|
2022
Q2 | $49K | Hold |
2,969
| – | – | ﹤0.01% | 1827 |
|
|
2022
Q1 | $56K | Hold |
2,969
| – | – | ﹤0.01% | 1862 |
|
|
2021
Q4 | $53K | Sell |
2,969
-100
| -3% | -$1.84K | ﹤0.01% | 1880 |
|
|
2021
Q3 | $62K | Sell |
3,069
-105
| -3% | -$2.32K | ﹤0.01% | 1781 |
|
|
2021
Q2 | $73K | Sell |
3,174
-598
| -16% | -$14.9K | ﹤0.01% | 2686 |
|
|
2021
Q1 | $93K | Buy |
3,772
+98
| +3% | +$2.31K | ﹤0.01% | 1666 |
|
|
2020
Q4 | $81K | Buy |
3,674
+64
| +2% | +$1.39K | ﹤0.01% | 1454 |
|
|
2020
Q3 | $77K | Buy |
3,610
+41
| +1% | +$931 | ﹤0.01% | 1322 |
|
|
2020
Q2 | $77K | Buy |
3,569
+101
| +3% | +$2.05K | ﹤0.01% | 1251 |
|
|
2020
Q1 | $62K | Sell |
3,468
-2,156
| -38% | -$52.9K | ﹤0.01% | 1191 |
|
|
2019
Q4 | $150K | Buy |
5,624
+275
| +5% | +$7.13K | ﹤0.01% | 975 |
|
|
2019
Q3 | $123K | Buy |
5,349
+25
| +0.5% | +$540 | ﹤0.01% | 1012 |
|
|
2019
Q2 | $105K | Buy |
+5,324
| New | +$104K | ﹤0.01% | 1033 |
|
|
2018
Q4 | – | Sell |
-5,394
| Closed | -$103K | – | 2182 |
|
|
2018
Q3 | $103K | Buy |
5,394
+247
| +5% | +$4.79K | ﹤0.01% | 925 |
|
|
2018
Q2 | $105K | Buy |
5,147
+4
| +0.1% | +$80 | 0.01% | 831 |
|
|
2018
Q1 | $98K | Sell |
5,143
-4,450
| -46% | -$89.3K | 0.01% | 781 |
|
|
2017
Q4 | $182K | Sell |
9,593
-133
| -1% | -$2.61K | 0.01% | 532 |
|
|
2017
Q3 | $186K | Buy |
9,726
+1
| +0% | +$19 | 0.02% | 449 |
|
|
2017
Q2 | $185K | Hold |
9,725
| – | – | 0.02% | 413 |
|
|
2017
Q1 | $197K | Buy |
9,725
+4,500
| +86% | +$91.8K | 0.03% | 325 |
|
|
2016
Q4 | $113K | Buy |
+5,225
| New | +$108K | 0.05% | 240 |
|
Other funds holding WU
VPM
VCM
