Tarbox Family Office’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-74
| Closed | -$1K | – | 991 |
|
|
2022
Q1 | $1K | Sell |
74
-207
| -74% | -$3.83K | ﹤0.01% | 1036 |
|
|
2021
Q4 | $5K | Sell |
281
-17
| -6% | -$314 | ﹤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% | -$456 | ﹤0.01% | 469 |
|
|
2020
Q3 | $7K | Hold |
319
| – | – | ﹤0.01% | 442 |
|
|
2020
Q2 | $7K | Buy |
319
+224
| +236% | +$4.55K | ﹤0.01% | 442 |
|
|
2020
Q1 | $2K | Sell |
95
-54
| -36% | -$1.32K | ﹤0.01% | 728 |
|
|
2019
Q4 | $4K | Buy |
149
+56
| +60% | +$1.45K | ﹤0.01% | 609 |
|
|
2019
Q3 | $2K | Hold |
93
| – | – | ﹤0.01% | 809 |
|
|
2019
Q2 | $2K | Hold |
93
| – | – | ﹤0.01% | 818 |
|
|
2019
Q1 | $2K | Hold |
93
| – | – | ﹤0.01% | 536 |
|
|
2018
Q4 | $2K | Sell |
93
-89
| -49% | -$1.62K | ﹤0.01% | 521 |
|
|
2018
Q3 | $3K | Sell |
182
-46
| -20% | -$893 | ﹤0.01% | 476 |
|
|
2018
Q2 | $5K | Buy |
228
+46
| +25% | +$916 | ﹤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% | +$1.56K | ﹤0.01% | 459 |
|
|
2017
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 508 |
|
|
2017
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 508 |
|
|
2016
Q4 | $2K | Buy |
100
+9
| +10% | +$187 | ﹤0.01% | 474 |
|
|
2016
Q3 | $2K | Hold |
91
| – | – | ﹤0.01% | 461 |
|
|
2016
Q2 | $2K | Buy |
91
+36
| +65% | +$699 | ﹤0.01% | 452 |
|
|
2016
Q1 | $1K | Sell |
55
-21
| -28% | -$378 | ﹤0.01% | 552 |
|
|
2015
Q4 | $1K | Buy |
76
+17
| +29% | +$321 | ﹤0.01% | 509 |
|
|
2015
Q3 | $1K | Buy |
59
+9
| +18% | +$171 | ﹤0.01% | 527 |
|
|
2015
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 515 |
|
|
2015
Q1 | $1K | Buy |
50
+8
| +19% | +$149 | ﹤0.01% | 523 |
|
|
2014
Q4 | $1K | Sell |
42
-10
| -19% | -$173 | ﹤0.01% | 514 |
|
|
2014
Q3 | $1K | Buy |
52
+27
| +108% | +$465 | ﹤0.01% | 515 |
|
|
2014
Q2 | $0 | Sell |
25
-141
| -85% | -$2.28K | ﹤0.01% | 541 |
|
|
2014
Q1 | $2K | Buy |
166
+3
| +2% | +$49 | ﹤0.01% | 424 |
|
|
2013
Q4 | $3K | Buy |
+163
| New | +$2.86K | ﹤0.01% | 434 |
|
Other funds holding WU
IFP
Tarbox Family Office's WU Position: Q2 2022 in Review
Tarbox Family Office sold out of Western Union (WU) in Q2 2022, closing a stake of 74 shares — an estimated $1K sold.
Tarbox Family Office first reported a position in WU in Q4 2013 and held it in 34 quarters. The position peaked at $7K in Q2 2021. 505 funds tracked by Wall St. Rank hold WU as of Q2 2022.
- Tarbox Family Office reported no remaining Western Union position as of Q2 2022 after selling out during the quarter.
- Tarbox Family Office sold 74 Western Union shares in Q2 2022, an estimated $1K.
- Tarbox Family Office first reported a position in Western Union in Q4 2013 and held it in 34 quarters.
- Tarbox Family Office's Western Union position peaked at $7K in Q2 2021.
- 505 funds tracked by Wall St. Rank held Western Union as of Q2 2022.
Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.