Williams Jones & Associates’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-33,090
| Closed | -$593K | – | 390 |
|
|
2015
Q4 | $593K | Buy |
33,090
+15,470
| +88% | +$277K | 0.03% | 212 |
|
|
2015
Q3 | $324K | Sell |
17,620
-19,689
| -53% | -$362K | 0.01% | 268 |
|
|
2015
Q2 | $758K | Sell |
37,309
-22,877
| -38% | -$465K | 0.03% | 216 |
|
|
2015
Q1 | $1.25M | Buy |
60,186
+3,260
| +6% | +$67.8K | 0.05% | 181 |
|
|
2014
Q4 | $1.02M | Buy |
56,926
+39,862
| +234% | +$714K | 0.04% | 197 |
|
|
2014
Q3 | $274K | Buy |
+17,064
| New | +$274K | 0.01% | 274 |
|