Summit Securities Group’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 | $135K | Buy |
+16,016
| New | +$135K | 0.03% | 218 |
|
|
2024
Q1 | – | Sell |
-700
| Closed | -$8K | – | 762 |
|
|
2023
Q4 | $8K | Buy |
+700
| New | +$8K | ﹤0.01% | 338 |
|
|
2015
Q3 | – | Sell |
-900
| Closed | -$18K | – | 484 |
|
|
2015
Q2 | $18K | Buy |
+900
| New | +$18K | 0.01% | 323 |
|
|
2015
Q1 | – | Sell |
-1,160
| Closed | -$21K | – | 534 |
|
|
2014
Q4 | $21K | Sell |
1,160
-8,440
| -88% | -$153K | 0.01% | 346 |
|
|
2014
Q3 | $154K | Sell |
9,600
-19,600
| -67% | -$314K | 0.04% | 232 |
|
|
2014
Q2 | $506K | Sell |
29,200
-900
| -3% | -$15.6K | 0.17% | 91 |
|
|
2014
Q1 | $492K | Buy |
30,100
+27,700
| +1,154% | +$453K | 0.29% | 52 |
|
|
2013
Q4 | $41K | Sell |
2,400
-4,400
| -65% | -$75.2K | 0.01% | 276 |
|
|
2013
Q3 | $127K | Buy |
6,800
+2,700
| +66% | +$50.4K | 0.04% | 141 |
|
|
2013
Q2 | $70K | Buy |
+4,100
| New | +$70K | 0.03% | 148 |
|