United Capital 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	$145K	Buy	+16,606	New	+$157K	﹤0.01%	1575
2020 Q1	–	Sell	-46,583	Closed	-$1.25M	–	1386
2019 Q4	$1.25M	Sell	46,583 -7,043	-13%	-$183K	0.01%	706
2019 Q3	$1.24M	Sell	53,626 -3,166	-6%	-$68.4K	0.01%	684
2019 Q2	$1.13M	Buy	56,792 +1,090	+2%	+$21.2K	0.01%	774
2019 Q1	$1.03M	Buy	55,702 +38,234	+219%	+$687K	0.01%	767
2018 Q4	$298K	Sell	17,468 -4,314	-20%	-$78.4K	﹤0.01%	1066
2018 Q3	$413K	Sell	21,782 -6,941	-24%	-$135K	﹤0.01%	1008
2018 Q2	$584K	Buy	28,723 +2,812	+11%	+$56K	﹤0.01%	906
2018 Q1	$498K	Sell	25,911 -1,874	-7%	-$37.6K	﹤0.01%	960
2017 Q4	$528K	Buy	27,785 +1,121	+4%	+$22K	﹤0.01%	948
2017 Q3	$512K	Sell	26,664 -2,482	-9%	-$47.3K	﹤0.01%	950
2017 Q2	$555K	Buy	29,146 +203	+0.7%	+$3.93K	0.01%	902
2017 Q1	$589K	Sell	28,943 -3,432	-11%	-$70K	0.01%	877
2016 Q4	$703K	Buy	32,375 +806	+3%	+$16.7K	0.01%	842
2016 Q3	$657K	Sell	31,569 -2,331	-7%	-$47.9K	0.01%	888
2016 Q2	$644K	Buy	33,900 +59	+0.2%	+$1.15K	0.01%	849
2016 Q1	$653K	Sell	33,841 -1,351	-4%	-$24.3K	0.01%	803
2015 Q4	$630K	Sell	35,192 -10,813	-24%	-$204K	0.01%	828
2015 Q3	$845K	Buy	46,005 +54	+0.1%	+$1.03K	0.01%	739
2015 Q2	$934K	Sell	45,951 -4,286	-9%	-$91.2K	0.01%	735
2015 Q1	$1.02M	Buy	50,237 +2,634	+6%	+$49K	0.01%	716
2014 Q4	$853K	Sell	47,603 -112,589	-70%	-$1.95M	0.01%	689
2014 Q3	$2.57M	Sell	160,192 -1,628	-1%	-$28K	0.04%	380
2014 Q2	$2.81M	Buy	161,820 +6,623	+4%	+$107K	0.05%	340
2014 Q1	$2.54M	Buy	155,197 +9,836	+7%	+$160K	0.05%	318
2013 Q4	$2.51M	Buy	145,361 +122,967	+549%	+$2.15M	0.09%	213
2013 Q3	$418K	Buy	22,394 +6,783	+43%	+$122K	0.01%	485
2013 Q2	$267K	Buy	+15,611	New	+$247K	0.01%	621