Winch Advisory Services’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 | $2.07K | Buy |
237
+6
| +3% | +$57 | ﹤0.01% | 428 |
|
|
2025
Q4 | $2.15K | Buy |
231
+5
| +2% | +$44 | ﹤0.01% | 415 |
|
|
2025
Q3 | $1.8K | Buy |
226
+7
| +3% | +$59 | ﹤0.01% | 434 |
|
|
2025
Q2 | $1.84K | Buy |
219
+6
| +3% | +$57 | ﹤0.01% | 417 |
|
|
2025
Q1 | $2.25K | Buy |
213
+5
| +2% | +$53 | ﹤0.01% | 404 |
|
|
2024
Q4 | $2.21K | Buy |
208
+4
| +2% | +$44 | ﹤0.01% | 432 |
|
|
2024
Q3 | $2.43K | Buy |
+204
| New | +$2.46K | ﹤0.01% | 363 |
|
|
2022
Q2 | – | Sell |
-74
| Closed | -$1K | – | 487 |
|
|
2022
Q1 | $1K | Buy |
74
+1
| +1% | +$18 | ﹤0.01% | 436 |
|
|
2021
Q4 | $1K | Buy |
73
+1
| +1% | +$18 | ﹤0.01% | 452 |
|
|
2021
Q3 | $1K | Buy |
72
+1
| +1% | +$22 | ﹤0.01% | 466 |
|
|
2021
Q2 | $2K | Buy |
71
+1
| +1% | +$25 | ﹤0.01% | 431 |
|
|
2021
Q1 | $2K | Hold |
70
| – | – | ﹤0.01% | 398 |
|
|
2020
Q4 | $2K | Buy |
70
+1
| +1% | +$22 | ﹤0.01% | 381 |
|
|
2020
Q3 | $1K | Buy |
69
+2
| +3% | +$45 | ﹤0.01% | 377 |
|
|
2020
Q2 | $1K | Hold |
67
| – | – | ﹤0.01% | 370 |
|
|
2020
Q1 | $1K | Buy |
67
+1
| +2% | +$25 | ﹤0.01% | 328 |
|
|
2019
Q4 | $2K | Hold |
66
| – | – | ﹤0.01% | 328 |
|
|
2019
Q3 | $2K | Buy |
66
+1
| +2% | +$22 | ﹤0.01% | 308 |
|
|
2019
Q2 | $1K | Buy |
65
+1
| +2% | +$19 | ﹤0.01% | 426 |
|
|
2019
Q1 | $1K | Buy |
64
+1
| +2% | +$18 | ﹤0.01% | 367 |
|
|
2018
Q4 | $1K | Hold |
63
| – | – | ﹤0.01% | 338 |
|
|
2018
Q3 | $1K | Buy |
63
+1
| +2% | +$19 | ﹤0.01% | 315 |
|
|
2018
Q2 | $1K | Hold |
62
| – | – | ﹤0.01% | 326 |
|
|
2018
Q1 | $1K | Buy |
62
+1
| +2% | +$20 | ﹤0.01% | 299 |
|
|
2017
Q4 | $1K | Hold |
61
| – | – | ﹤0.01% | 300 |
|
|
2017
Q3 | $1K | Hold |
61
| – | – | ﹤0.01% | 285 |
|
|
2017
Q2 | $1K | Buy |
+61
| New | +$1.18K | ﹤0.01% | 291 |
|
|
2014
Q2 | – | Sell |
-101
| Closed | -$2K | – | 293 |
|
|
2014
Q1 | $2K | Buy |
+101
| New | +$1.65K | ﹤0.01% | 250 |
|
Other funds holding WU
VPM
VCM
