Tarbox Family Office’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-74
| Closed | -$1K | – | 990 |
|
|
2022
Q1 | $1K | Sell |
74
-207
| -74% | -$2.8K | ﹤0.01% | 1035 |
|
|
2021
Q4 | $5K | Sell |
281
-17
| -6% | -$302 | ﹤0.01% | 630 |
|
|
2021
Q3 | $6K | Hold |
298
| – | – | ﹤0.01% | 610 |
|
|
2021
Q2 | $7K | Hold |
298
| – | – | ﹤0.01% | 565 |
|
|
2021
Q1 | $7K | Hold |
298
| – | – | ﹤0.01% | 487 |
|
|
2020
Q4 | $7K | Sell |
298
-21
| -7% | -$493 | ﹤0.01% | 469 |
|
|
2020
Q3 | $7K | Hold |
319
| – | – | ﹤0.01% | 442 |
|
|
2020
Q2 | $7K | Buy |
319
+224
| +236% | +$4.92K | ﹤0.01% | 442 |
|
|
2020
Q1 | $2K | Sell |
95
-54
| -36% | -$1.14K | ﹤0.01% | 728 |
|
|
2019
Q4 | $4K | Buy |
149
+56
| +60% | +$1.5K | ﹤0.01% | 609 |
|
|
2019
Q3 | $2K | Hold |
93
| – | – | ﹤0.01% | 808 |
|
|
2019
Q2 | $2K | Hold |
93
| – | – | ﹤0.01% | 817 |
|
|
2019
Q1 | $2K | Hold |
93
| – | – | ﹤0.01% | 536 |
|
|
2018
Q4 | $2K | Sell |
93
-89
| -49% | -$1.91K | ﹤0.01% | 521 |
|
|
2018
Q3 | $3K | Sell |
182
-46
| -20% | -$758 | ﹤0.01% | 476 |
|
|
2018
Q2 | $5K | Buy |
228
+46
| +25% | +$1.01K | ﹤0.01% | 400 |
|
|
2018
Q1 | $3K | Hold |
182
| – | – | ﹤0.01% | 476 |
|
|
2017
Q4 | $3K | Hold |
182
| – | – | ﹤0.01% | 462 |
|
|
2017
Q3 | $3K | Buy |
182
+82
| +82% | +$1.35K | ﹤0.01% | 459 |
|
|
2017
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 508 |
|
|
2017
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 507 |
|
|
2016
Q4 | $2K | Buy |
100
+9
| +10% | +$180 | ﹤0.01% | 473 |
|
|
2016
Q3 | $2K | Hold |
91
| – | – | ﹤0.01% | 461 |
|
|
2016
Q2 | $2K | Buy |
91
+36
| +65% | +$791 | ﹤0.01% | 451 |
|
|
2016
Q1 | $1K | Sell |
55
-21
| -28% | -$382 | ﹤0.01% | 552 |
|
|
2015
Q4 | $1K | Buy |
76
+17
| +29% | +$224 | ﹤0.01% | 509 |
|
|
2015
Q3 | $1K | Buy |
59
+9
| +18% | +$153 | ﹤0.01% | 527 |
|
|
2015
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 514 |
|
|
2015
Q1 | $1K | Buy |
50
+8
| +19% | +$160 | ﹤0.01% | 522 |
|
|
2014
Q4 | $1K | Sell |
42
-10
| -19% | -$238 | ﹤0.01% | 513 |
|
|
2014
Q3 | $1K | Buy |
52
+27
| +108% | +$519 | ﹤0.01% | 514 |
|
|
2014
Q2 | $0 | Sell |
25
-141
| -85% | – | ﹤0.01% | 541 |
|
|
2014
Q1 | $2K | Buy |
166
+3
| +2% | +$36 | ﹤0.01% | 424 |
|
|
2013
Q4 | $3K | Buy |
+163
| New | +$3K | ﹤0.01% | 434 |
|