SummerHaven Investment 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 | $541K | Buy |
64,248
+1,424
| +2% | +$12K | 0.35% | 156 |
|
|
2025
Q1 | $665K | Buy |
62,824
+1,393
| +2% | +$14.7K | 0.46% | 117 |
|
|
2024
Q4 | $651K | Hold |
61,431
| – | – | 0.4% | 156 |
|
|
2024
Q3 | $733K | Buy |
+61,431
| New | +$733K | 0.45% | 145 |
|
|
2023
Q3 | – | Sell |
-37,700
| Closed | -$442K | – | 270 |
|
|
2023
Q2 | $442K | Sell |
37,700
-11,177
| -23% | -$131K | 0.28% | 174 |
|
|
2023
Q1 | $545K | Buy |
48,877
+1,447
| +3% | +$16.1K | 0.32% | 177 |
|
|
2022
Q4 | $653K | Buy |
47,430
+811
| +2% | +$11.2K | 0.39% | 166 |
|
|
2022
Q3 | $629K | Buy |
+46,619
| New | +$629K | 0.44% | 159 |
|
|
2021
Q3 | – | Sell |
-20,230
| Closed | -$465K | – | 305 |
|
|
2021
Q2 | $465K | Buy |
20,230
+513
| +3% | +$11.8K | 0.27% | 189 |
|
|
2021
Q1 | $486K | Hold |
19,717
| – | – | 0.3% | 188 |
|
|
2020
Q4 | $433K | Buy |
+19,717
| New | +$433K | 0.33% | 191 |
|