United Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-46,583
| Closed | -$1.25M | – | 1368 |
|
|
2019
Q4 | $1.25M | Sell |
46,583
-7,043
| -13% | -$189K | 0.01% | 702 |
|
|
2019
Q3 | $1.24M | Sell |
53,626
-3,166
| -6% | -$73.4K | 0.01% | 680 |
|
|
2019
Q2 | $1.13M | Buy |
56,792
+1,090
| +2% | +$21.7K | 0.01% | 768 |
|
|
2019
Q1 | $1.03M | Buy |
55,702
+38,234
| +219% | +$706K | 0.01% | 762 |
|
|
2018
Q4 | $298K | Sell |
17,468
-4,314
| -20% | -$73.6K | ﹤0.01% | 1066 |
|
|
2018
Q3 | $413K | Sell |
21,782
-6,941
| -24% | -$132K | ﹤0.01% | 1008 |
|
|
2018
Q2 | $584K | Buy |
28,723
+2,812
| +11% | +$57.2K | ﹤0.01% | 906 |
|
|
2018
Q1 | $498K | Sell |
25,911
-1,874
| -7% | -$36K | ﹤0.01% | 960 |
|
|
2017
Q4 | $528K | Buy |
27,785
+1,121
| +4% | +$21.3K | ﹤0.01% | 948 |
|
|
2017
Q3 | $512K | Sell |
26,664
-2,482
| -9% | -$47.7K | ﹤0.01% | 950 |
|
|
2017
Q2 | $555K | Buy |
29,146
+203
| +0.7% | +$3.87K | 0.01% | 902 |
|
|
2017
Q1 | $589K | Sell |
28,943
-3,432
| -11% | -$69.8K | 0.01% | 877 |
|
|
2016
Q4 | $703K | Buy |
32,375
+806
| +3% | +$17.5K | 0.01% | 842 |
|
|
2016
Q3 | $657K | Sell |
31,569
-2,331
| -7% | -$48.5K | 0.01% | 888 |
|
|
2016
Q2 | $644K | Buy |
33,900
+59
| +0.2% | +$1.12K | 0.01% | 849 |
|
|
2016
Q1 | $653K | Sell |
33,841
-1,351
| -4% | -$26.1K | 0.01% | 803 |
|
|
2015
Q4 | $630K | Sell |
35,192
-10,813
| -24% | -$194K | 0.01% | 828 |
|
|
2015
Q3 | $845K | Buy |
46,005
+54
| +0.1% | +$992 | 0.01% | 739 |
|
|
2015
Q2 | $934K | Sell |
45,951
-4,286
| -9% | -$87.1K | 0.01% | 735 |
|
|
2015
Q1 | $1.02M | Buy |
50,237
+2,634
| +6% | +$53.4K | 0.01% | 716 |
|
|
2014
Q4 | $853K | Sell |
47,603
-112,589
| -70% | -$2.02M | 0.01% | 689 |
|
|
2014
Q3 | $2.57M | Sell |
160,192
-1,628
| -1% | -$26.1K | 0.04% | 380 |
|
|
2014
Q2 | $2.81M | Buy |
161,820
+6,623
| +4% | +$115K | 0.05% | 340 |
|
|
2014
Q1 | $2.54M | Buy |
155,197
+9,836
| +7% | +$161K | 0.05% | 318 |
|
|
2013
Q4 | $2.51M | Buy |
145,361
+122,967
| +549% | +$2.12M | 0.09% | 213 |
|
|
2013
Q3 | $418K | Buy |
22,394
+6,783
| +43% | +$127K | 0.01% | 485 |
|
|
2013
Q2 | $267K | Buy |
+15,611
| New | +$267K | 0.01% | 621 |
|