Whittier Trust’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 | $4.29K | Sell |
488
-60
| -11% | -$568 | ﹤0.01% | 1222 |
|
|
2025
Q4 | $5.31K | Buy |
548
+60
| +12% | +$530 | ﹤0.01% | 1220 |
|
|
2025
Q3 | $3.91K | Hold |
488
| – | – | ﹤0.01% | 1252 |
|
|
2025
Q2 | $4.11K | Hold |
488
| – | – | ﹤0.01% | 1365 |
|
|
2025
Q1 | $5.16K | Sell |
488
-537
| -52% | -$5.69K | ﹤0.01% | 1315 |
|
|
2024
Q4 | $10.9K | Sell |
1,025
-68,042
| -99% | -$754K | ﹤0.01% | 1235 |
|
|
2024
Q3 | $824K | Sell |
69,067
-523
| -0.8% | -$6.31K | 0.01% | 421 |
|
|
2024
Q2 | $850K | Sell |
69,590
-3,589
| -5% | -$46.6K | 0.01% | 395 |
|
|
2024
Q1 | $1.02M | Sell |
73,179
-476
| -0.6% | -$6.13K | 0.01% | 361 |
|
|
2023
Q4 | $878K | Sell |
73,655
-506
| -0.7% | -$6.17K | 0.01% | 378 |
|
|
2023
Q3 | $977K | Buy |
74,161
+38
| +0.1% | +$466 | 0.02% | 353 |
|
|
2023
Q2 | $869K | Sell |
74,123
-566
| -0.8% | -$6.52K | 0.02% | 371 |
|
|
2023
Q1 | $833K | Hold |
74,689
| – | – | 0.02% | 376 |
|
|
2022
Q4 | $1.03M | Sell |
74,689
-223
| -0.3% | -$3.08K | 0.02% | 347 |
|
|
2022
Q3 | $1.01M | Sell |
74,912
-60
| -0.1% | -$940 | 0.02% | 335 |
|
|
2022
Q2 | $1.23M | Buy |
74,972
+20
| +0% | +$353 | 0.02% | 328 |
|
|
2022
Q1 | $1.4M | Buy |
74,952
+60
| +0.1% | +$1.11K | 0.02% | 321 |
|
|
2021
Q4 | $1.34M | Sell |
74,892
-656
| -0.9% | -$12.1K | 0.02% | 327 |
|
|
2021
Q3 | $1.53M | Hold |
75,548
| – | – | 0.03% | 306 |
|
|
2021
Q2 | $1.73M | Hold |
75,548
| – | – | 0.03% | 285 |
|
|
2021
Q1 | $1.86M | Buy |
75,548
+1,210
| +2% | +$28.5K | 0.04% | 278 |
|
|
2020
Q4 | $1.63M | Buy |
74,338
+344
| +0.5% | +$7.46K | 0.03% | 270 |
|
|
2020
Q3 | $1.58M | Hold |
73,994
| – | – | 0.04% | 274 |
|
|
2020
Q2 | $1.6M | Buy |
73,994
+68,042
| +1,143% | +$1.38M | 0.04% | 248 |
|
|
2020
Q1 | $108K | Buy |
5,952
+896
| +18% | +$22K | ﹤0.01% | 644 |
|
|
2019
Q4 | $135K | Buy |
5,056
+388
| +8% | +$10.1K | ﹤0.01% | 636 |
|
|
2019
Q3 | $108K | Buy |
4,668
+113
| +2% | +$2.44K | ﹤0.01% | 677 |
|
|
2019
Q2 | $90K | Hold |
4,555
| – | – | ﹤0.01% | 678 |
|
|
2019
Q1 | $84K | Sell |
4,555
-603
| -12% | -$10.8K | ﹤0.01% | 692 |
|
|
2018
Q4 | $88K | Buy |
5,158
+603
| +13% | +$11K | ﹤0.01% | 666 |
|
|
2018
Q3 | $87K | Hold |
4,555
| – | – | ﹤0.01% | 667 |
|
|
2018
Q2 | $92K | Sell |
4,555
-149
| -3% | -$2.97K | ﹤0.01% | 636 |
|
|
2018
Q1 | $90K | Hold |
4,704
| – | – | ﹤0.01% | 659 |
|
|
2017
Q4 | $90K | Hold |
4,704
| – | – | ﹤0.01% | 641 |
|
|
2017
Q3 | $90K | Hold |
4,704
| – | – | ﹤0.01% | 628 |
|
|
2017
Q2 | $90K | Sell |
4,704
-288
| -6% | -$5.57K | ﹤0.01% | 599 |
|
|
2017
Q1 | $102K | Buy |
4,992
+288
| +6% | +$5.88K | ﹤0.01% | 581 |
|
|
2016
Q4 | $102K | Hold |
4,704
| – | – | ﹤0.01% | 584 |
|
|
2016
Q3 | $98K | Hold |
4,704
| – | – | ﹤0.01% | 580 |
|
|
2016
Q2 | $90K | Hold |
4,704
| – | – | ﹤0.01% | 612 |
|
|
2016
Q1 | $91K | Sell |
4,704
-101
| -2% | -$1.82K | ﹤0.01% | 605 |
|
|
2015
Q4 | $86K | Hold |
4,805
| – | – | ﹤0.01% | 624 |
|
|
2015
Q3 | $89K | Buy |
4,805
+101
| +2% | +$1.92K | ﹤0.01% | 605 |
|
|
2015
Q2 | $95K | Sell |
4,704
-607
| -11% | -$12.9K | ﹤0.01% | 609 |
|
|
2015
Q1 | $111K | Buy |
5,311
+607
| +13% | +$11.3K | 0.01% | 570 |
|
|
2014
Q4 | $85K | Hold |
4,704
| – | – | ﹤0.01% | 577 |
|
|
2014
Q3 | $75K | Hold |
4,704
| – | – | ﹤0.01% | 591 |
|
|
2014
Q2 | $82K | Hold |
4,704
| – | – | ﹤0.01% | 574 |
|
|
2014
Q1 | $77K | Hold |
4,704
| – | – | ﹤0.01% | 588 |
|
|
2013
Q4 | $82K | Sell |
4,704
-1,000
| -18% | -$17.5K | ﹤0.01% | 579 |
|
|
2013
Q3 | $106K | Sell |
5,704
-1,550
| -21% | -$27.9K | 0.01% | 537 |
|
|
2013
Q2 | $124K | Buy |
+7,254
| New | +$115K | 0.01% | 496 |
|
Other funds holding WU
VPM
VCM
