Transamerica Financial Advisors’s Western Union WU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
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% | -$2K | ﹤0.01% | 594 |
|
2022
Q4 | $1K | Sell |
3
-174
| -98% | -$58K | ﹤0.01% | 680 |
|
2022
Q3 | $3K | Sell |
177
-48
| -21% | -$814 | ﹤0.01% | 369 |
|
2022
Q2 | $4K | Buy |
+225
| New | +$4K | ﹤0.01% | 359 |
|
2020
Q3 | – | Sell |
-1
| Closed | -$1K | – | 496 |
|
2020
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 496 |
|
2019
Q3 | – | Sell |
-5
| Closed | -$1K | – | 531 |
|
2019
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤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% | -$7.5K | ﹤0.01% | 479 |
|
2018
Q1 | $1K | Hold |
34
| – | – | ﹤0.01% | 436 |
|
2017
Q4 | $1K | Sell |
34
-55
| -62% | -$1.62K | ﹤0.01% | 413 |
|
2017
Q3 | $2K | Sell |
89
-7
| -7% | -$157 | ﹤0.01% | 322 |
|
2017
Q2 | $2K | Sell |
96
-30,385
| -100% | -$633K | ﹤0.01% | 290 |
|
2017
Q1 | $621K | Sell |
30,481
-21
| -0.1% | -$428 | 0.07% | 176 |
|
2016
Q4 | $663K | Buy |
30,502
+2,335
| +8% | +$50.8K | 0.08% | 165 |
|
2016
Q3 | $587K | Buy |
28,167
+3,310
| +13% | +$69K | 0.06% | 189 |
|
2016
Q2 | $477K | Buy |
24,857
+3,923
| +19% | +$75.3K | 0.05% | 199 |
|
2016
Q1 | $404K | Buy |
20,934
+11,396
| +119% | +$220K | 0.03% | 235 |
|
2015
Q4 | $171K | Buy |
9,538
+528
| +6% | +$9.47K | 0.01% | 309 |
|
2015
Q3 | $166K | Sell |
9,010
-234
| -3% | -$4.31K | 0.01% | 292 |
|
2015
Q2 | $188K | Sell |
9,244
-165
| -2% | -$3.36K | 0.01% | 336 |
|
2015
Q1 | $196K | Buy |
9,409
+1,490
| +19% | +$31K | 0.01% | 325 |
|
2014
Q4 | $142K | Buy |
7,919
+744
| +10% | +$13.3K | 0.01% | 301 |
|
2014
Q3 | $116K | Sell |
7,175
-226
| -3% | -$3.65K | 0.01% | 286 |
|
2014
Q2 | $129K | Buy |
7,401
+2,515
| +51% | +$43.8K | 0.01% | 301 |
|
2014
Q1 | $80K | Buy |
4,886
+794
| +19% | +$13K | 0.01% | 318 |
|
2013
Q4 | $71K | Buy |
4,092
+582
| +17% | +$10.1K | 0.01% | 307 |
|
2013
Q3 | $66K | Buy |
3,510
+1,197
| +52% | +$22.5K | 0.01% | 295 |
|
2013
Q2 | $40K | Buy |
+2,313
| New | +$40K | 0.01% | 308 |
|