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Wealthsource Partners, LLC

SEC CIK
0001674623
Latest filing
Jan 16, 2024

WU holding history

Western Union CO in every 13F filed by Wealthsource Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WU overviewAll 13F holders of WUFull Q4 2023 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of WU by Wealthsource Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−12,595−100.0%Sold outHolders
Q1 202312,595$140.4K<0.1%00.0%UnchangedHolders
Q4 202212,595$173.4K<0.1%+95+0.8%AddedHolders
Q3 202212,500$169.0K<0.1%−2,679−17.6%ReducedHolders
Q2 202215,179$250.0K<0.1%−2,742−15.3%ReducedHolders
Q1 202217,921$336.0K<0.1%−457−2.5%ReducedHolders
Q4 202118,378$328.0K<0.1%−444−2.4%ReducedHolders
Q3 202118,822$381.0K<0.1%+717+4.0%AddedHolders
Q2 202118,105$416.0K<0.1%−3,058−14.4%ReducedHolders
Q1 202121,163$522.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.