Veritable’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-39,334
| Closed | -$461K | – | 841 |
|
|
2023
Q2 | $461K | Buy |
39,334
+10,188
| +35% | +$117K | 0.01% | 568 |
|
|
2023
Q1 | $325K | Sell |
29,146
-5,190
| -15% | -$67.6K | 0.01% | 665 |
|
|
2022
Q4 | $473K | Buy |
34,336
+2,887
| +9% | +$39.9K | 0.01% | 540 |
|
|
2022
Q3 | $425K | Sell |
31,449
-7,288
| -19% | -$114K | 0.01% | 547 |
|
|
2022
Q2 | $638K | Buy |
38,737
+4,858
| +14% | +$85.6K | 0.01% | 475 |
|
|
2022
Q1 | $635K | Buy |
33,879
+69
| +0.2% | +$1.28K | 0.01% | 500 |
|
|
2021
Q4 | $603K | Buy |
33,810
+1,204
| +4% | +$22.2K | 0.01% | 511 |
|
|
2021
Q3 | $659K | Buy |
32,606
+1,720
| +6% | +$38K | 0.01% | 476 |
|
|
2021
Q2 | $709K | Buy |
30,886
+110
| +0.4% | +$2.74K | 0.01% | 461 |
|
|
2021
Q1 | $759K | Buy |
30,776
+1,467
| +5% | +$34.5K | 0.01% | 417 |
|
|
2020
Q4 | $643K | Sell |
29,309
-1,096
| -4% | -$23.8K | 0.01% | 435 |
|
|
2020
Q3 | $652K | Sell |
30,405
-354
| -1% | -$8.04K | 0.01% | 417 |
|
|
2020
Q2 | $665K | Sell |
30,759
-243
| -0.8% | -$4.93K | 0.01% | 402 |
|
|
2020
Q1 | $562K | Sell |
31,002
-68
| -0.2% | -$1.67K | 0.01% | 426 |
|
|
2019
Q4 | $832K | Buy |
31,070
+51
| +0.2% | +$1.32K | 0.02% | 401 |
|
|
2019
Q3 | $719K | Buy |
31,019
+341
| +1% | +$7.36K | 0.01% | 420 |
|
|
2019
Q2 | $610K | Buy |
30,678
+317
| +1% | +$6.18K | 0.01% | 457 |
|
|
2019
Q1 | $561K | Sell |
30,361
-261
| -0.9% | -$4.69K | 0.01% | 471 |
|
|
2018
Q4 | $522K | Sell |
30,622
-248
| -0.8% | -$4.51K | 0.01% | 458 |
|
|
2018
Q3 | $588K | Buy |
30,870
+207
| +0.7% | +$4.02K | 0.01% | 456 |
|
|
2018
Q2 | $623K | Buy |
30,663
+24
| +0.1% | +$478 | 0.01% | 453 |
|
|
2018
Q1 | $589K | Sell |
30,639
-2,010
| -6% | -$40.3K | 0.01% | 453 |
|
|
2017
Q4 | $621K | Sell |
32,649
-968
| -3% | -$19K | 0.01% | 454 |
|
|
2017
Q3 | $645K | Sell |
33,617
-1,399
| -4% | -$26.7K | 0.01% | 447 |
|
|
2017
Q2 | $667K | Sell |
35,016
-3,303
| -9% | -$63.9K | 0.02% | 445 |
|
|
2017
Q1 | $780K | Sell |
38,319
-23,200
| -38% | -$474K | 0.02% | 379 |
|
|
2016
Q4 | $1.34M | Buy |
61,519
+686
| +1% | +$14.2K | 0.03% | 270 |
|
|
2016
Q3 | $1.27M | Buy |
60,833
+1,282
| +2% | +$26.3K | 0.03% | 270 |
|
|
2016
Q2 | $1.14M | Buy |
59,551
+18,189
| +44% | +$353K | 0.03% | 278 |
|
|
2016
Q1 | $798K | Buy |
41,362
+1,952
| +5% | +$35.1K | 0.02% | 339 |
|
|
2015
Q4 | $706K | Sell |
39,410
-776
| -2% | -$14.7K | 0.02% | 383 |
|
|
2015
Q3 | $738K | Buy |
40,186
+573
| +1% | +$10.9K | 0.02% | 356 |
|
|
2015
Q2 | $805K | Sell |
39,613
-20,600
| -34% | -$438K | 0.02% | 350 |
|
|
2015
Q1 | $1.25M | Sell |
60,213
-14,005
| -19% | -$261K | 0.03% | 354 |
|
|
2014
Q4 | $1.33M | Sell |
74,218
-2,765
| -4% | -$47.9K | 0.03% | 342 |
|
|
2014
Q3 | $1.24M | Sell |
76,983
-433
| -0.6% | -$7.45K | 0.03% | 348 |
|
|
2014
Q2 | $1.34M | Buy |
77,416
+2,267
| +3% | +$36.6K | 0.03% | 338 |
|
|
2014
Q1 | $1.23M | Sell |
75,149
-524
| -0.7% | -$8.53K | 0.03% | 354 |
|
|
2013
Q4 | $1.3M | Buy |
75,673
+371
| +0.5% | +$6.5K | 0.03% | 333 |
|
|
2013
Q3 | $1.41M | Sell |
75,302
-2,673
| -3% | -$48K | 0.03% | 308 |
|
|
2013
Q2 | $1.33M | Buy |
+77,975
| New | +$1.24M | 0.03% | 320 |
|
Other funds holding WU
JAM
