Transamerica Financial Advisors’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.52K | Buy |
174
+13
| +8% | +$123 | ﹤0.01% | 1265 |
|
|
2025
Q4 | $1.5K | Sell |
161
-11
| -6% | -$97 | ﹤0.01% | 1182 |
|
|
2025
Q3 | $1.37K | Buy |
+172
| New | +$1.44K | ﹤0.01% | 1120 |
|
|
2024
Q4 | – | Sell |
-1
| Closed | -$1K | – | 593 |
|
|
2024
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 574 |
|
|
2024
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 549 |
|
|
2024
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 596 |
|
|
2023
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 614 |
|
|
2023
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 635 |
|
|
2023
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 607 |
|
|
2023
Q1 | $1K | Sell |
1
-2
| -67% | -$26 | ﹤0.01% | 594 |
|
|
2022
Q4 | $1K | Sell |
3
-174
| -98% | -$2.4K | ﹤0.01% | 680 |
|
|
2022
Q3 | $3K | Sell |
177
-48
| -21% | -$752 | ﹤0.01% | 369 |
|
|
2022
Q2 | $4K | Buy |
+225
| New | +$3.97K | ﹤0.01% | 360 |
|
|
2020
Q3 | – | Sell |
-1
| Closed | -$1K | – | 496 |
|
|
2020
Q2 | $1K | Buy |
+1
| New | +$20 | ﹤0.01% | 496 |
|
|
2019
Q3 | – | Sell |
-5
| Closed | -$1K | – | 531 |
|
|
2019
Q2 | $1K | Buy |
+5
| New | +$97 | ﹤0.01% | 541 |
|
|
2019
Q1 | – | Sell |
-4
| Closed | -$1K | – | 466 |
|
|
2018
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 493 |
|
|
2018
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 490 |
|
|
2018
Q2 | $1K | Sell |
4
-30
| -88% | -$597 | ﹤0.01% | 479 |
|
|
2018
Q1 | $1K | Hold |
34
| – | – | ﹤0.01% | 436 |
|
|
2017
Q4 | $1K | Sell |
34
-55
| -62% | -$1.08K | ﹤0.01% | 413 |
|
|
2017
Q3 | $2K | Sell |
89
-7
| -7% | -$133 | ﹤0.01% | 322 |
|
|
2017
Q2 | $2K | Sell |
96
-30,385
| -100% | -$588K | ﹤0.01% | 290 |
|
|
2017
Q1 | $621K | Sell |
30,481
-21
| -0.1% | -$429 | 0.07% | 176 |
|
|
2016
Q4 | $663K | Buy |
30,502
+2,335
| +8% | +$48.5K | 0.08% | 165 |
|
|
2016
Q3 | $587K | Buy |
28,167
+3,310
| +13% | +$68K | 0.06% | 189 |
|
|
2016
Q2 | $477K | Buy |
24,857
+3,923
| +19% | +$76.2K | 0.05% | 199 |
|
|
2016
Q1 | $404K | Buy |
20,934
+11,396
| +119% | +$205K | 0.03% | 235 |
|
|
2015
Q4 | $171K | Buy |
9,538
+528
| +6% | +$9.97K | 0.01% | 309 |
|
|
2015
Q3 | $166K | Sell |
9,010
-234
| -3% | -$4.45K | 0.01% | 292 |
|
|
2015
Q2 | $188K | Sell |
9,244
-165
| -2% | -$3.51K | 0.01% | 336 |
|
|
2015
Q1 | $196K | Buy |
9,409
+1,490
| +19% | +$27.7K | 0.01% | 325 |
|
|
2014
Q4 | $142K | Buy |
7,919
+744
| +10% | +$12.9K | 0.01% | 301 |
|
|
2014
Q3 | $116K | Sell |
7,175
-226
| -3% | -$3.89K | 0.01% | 286 |
|
|
2014
Q2 | $129K | Buy |
7,401
+2,515
| +51% | +$40.6K | 0.01% | 301 |
|
|
2014
Q1 | $80K | Buy |
4,886
+794
| +19% | +$12.9K | 0.01% | 318 |
|
|
2013
Q4 | $71K | Buy |
4,092
+582
| +17% | +$10.2K | 0.01% | 307 |
|
|
2013
Q3 | $66K | Buy |
3,510
+1,197
| +52% | +$21.5K | 0.01% | 295 |
|
|
2013
Q2 | $40K | Buy |
+2,313
| New | +$36.6K | 0.01% | 308 |
|
Other funds holding WU
VPM
VCM
