Venturi Wealth Management’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-913
| Closed | -$9.68K | – | 1861 |
|
|
2024
Q4 | $9.68K | Sell |
913
-1,100
| -55% | -$11.7K | ﹤0.01% | 1439 |
|
|
2024
Q3 | $24K | Sell |
2,013
-483
| -19% | -$5.76K | ﹤0.01% | 966 |
|
|
2024
Q2 | $30.5K | Buy |
2,496
+184
| +8% | +$2.25K | ﹤0.01% | 818 |
|
|
2024
Q1 | $32.3K | Buy |
2,312
+1,927
| +501% | +$26.9K | ﹤0.01% | 604 |
|
|
2023
Q4 | $4.59K | Hold |
385
| – | – | ﹤0.01% | 1044 |
|
|
2023
Q3 | $5.08K | Buy |
+385
| New | +$5.08K | ﹤0.01% | 976 |
|