WBI Investments’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $874K | Buy |
103,798
+6,798
| +7% | +$57.2K | 0.23% | 134 |
|
|
2025
Q1 | $1.03M | Buy |
97,000
+11,157
| +13% | +$118K | 0.27% | 97 |
|
|
2024
Q4 | $910K | Buy |
85,843
+29,356
| +52% | +$311K | 0.23% | 117 |
|
|
2024
Q3 | $674K | Buy |
56,487
+12,573
| +29% | +$150K | 0.16% | 147 |
|
|
2024
Q2 | $537K | Sell |
43,914
-8,365
| -16% | -$102K | 0.13% | 119 |
|
|
2024
Q1 | $731K | Buy |
52,279
+22,216
| +74% | +$311K | 0.15% | 121 |
|
|
2023
Q4 | $358K | Sell |
30,063
-20,565
| -41% | -$245K | 0.07% | 168 |
|
|
2023
Q3 | $667K | Sell |
50,628
-50,186
| -50% | -$661K | 0.13% | 130 |
|
|
2023
Q2 | $1.18M | Buy |
100,814
+11,092
| +12% | +$130K | 0.21% | 112 |
|
|
2023
Q1 | $1M | Sell |
89,722
-5,093
| -5% | -$56.8K | 0.2% | 118 |
|
|
2022
Q4 | $1.31M | Buy |
94,815
+9,611
| +11% | +$132K | 0.28% | 84 |
|
|
2022
Q3 | $1.14M | Sell |
85,204
-13,631
| -14% | -$182K | 0.33% | 51 |
|
|
2022
Q2 | $1.63M | Sell |
98,835
-94,606
| -49% | -$1.56M | 0.35% | 56 |
|
|
2022
Q1 | $3.62M | Buy |
193,441
+96,504
| +100% | +$1.81M | 0.59% | 49 |
|
|
2021
Q4 | $1.73M | Buy |
96,937
+41,393
| +75% | +$738K | 0.28% | 84 |
|
|
2021
Q3 | $1.12M | Buy |
+55,544
| New | +$1.12M | 0.19% | 105 |
|
|
2019
Q4 | – | Sell |
-57,715
| Closed | -$1.34M | – | 260 |
|
|
2019
Q3 | $1.34M | Sell |
57,715
-7,711
| -12% | -$179K | 0.13% | 114 |
|
|
2019
Q2 | $1.3M | Buy |
+65,426
| New | +$1.3M | 0.11% | 139 |
|
|
2018
Q3 | – | Sell |
-1,987,793
| Closed | -$40.4M | – | 350 |
|
|
2018
Q2 | $40.4M | Buy |
+1,987,793
| New | +$40.4M | 2.14% | 11 |
|
|
2018
Q1 | – | Sell |
-1,190,901
| Closed | -$22.6M | – | 338 |
|
|
2017
Q4 | $22.6M | Buy |
+1,190,901
| New | +$22.6M | 1.05% | 20 |
|
|
2017
Q1 | – | Sell |
-1,017,170
| Closed | -$22.1M | – | 384 |
|
|
2016
Q4 | $22.1M | Buy |
1,017,170
+530,781
| +109% | +$11.5M | 0.95% | 26 |
|
|
2016
Q3 | $10.1M | Buy |
+486,389
| New | +$10.1M | 0.39% | 60 |
|
|
2014
Q3 | – | Sell |
-844,978
| Closed | -$14.7M | – | 218 |
|
|
2014
Q2 | $14.7M | Buy |
844,978
+69,792
| +9% | +$1.21M | 0.63% | 52 |
|
|
2014
Q1 | $12.7M | Sell |
775,186
-1,874,291
| -71% | -$30.7M | 0.56% | 58 |
|
|
2013
Q4 | $45.7M | Buy |
+2,649,477
| New | +$45.7M | 2.01% | 12 |
|