Summit Trail Advisors’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 | $394K | Buy |
+46,803
| New | +$394K | 0.01% | 815 |
|
|
2024
Q4 | – | Sell |
-14,322
| Closed | -$171K | – | 791 |
|
|
2024
Q3 | $171K | Buy |
+14,322
| New | +$171K | ﹤0.01% | 681 |
|
|
2023
Q4 | – | Sell |
-12,718
| Closed | -$168K | – | 595 |
|
|
2023
Q3 | $168K | Buy |
+12,718
| New | +$168K | 0.01% | 507 |
|
|
2018
Q1 | – | Sell |
-1,141
| Closed | -$23K | – | 1679 |
|
|
2017
Q4 | $23K | Buy |
+1,141
| New | +$23K | ﹤0.01% | 1011 |
|