Act Wealth Management’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Buy |
3,722
+547
| +17% | +$43.6K | 0.13% | 38 |
|
|
2025
Q1 | $219K | Sell |
3,175
-1,000
| -24% | -$69.1K | 0.1% | 42 |
|
|
2024
Q4 | $405K | Hold |
4,175
| – | – | 0.19% | 28 |
|
|
2024
Q3 | $238K | Hold |
4,175
| – | – | 0.11% | 38 |
|
|
2024
Q2 | $203K | Sell |
4,175
-960
| -19% | -$46.7K | 0.1% | 41 |
|
|
2024
Q1 | $246K | Buy |
5,135
+2
| +0% | +$96 | 0.12% | 34 |
|
|
2023
Q4 | $212K | Buy |
+5,133
| New | +$212K | 0.11% | 37 |
|
|
2023
Q3 | – | Sell |
-3,784
| Closed | -$208K | – | 44 |
|
|
2023
Q2 | $208K | Buy |
+3,784
| New | +$208K | 0.12% | 39 |
|
|
2021
Q4 | – | Sell |
-4,211
| Closed | -$220K | – | 38 |
|
|
2021
Q3 | $220K | Hold |
4,211
| – | – | 0.14% | 30 |
|
|
2021
Q2 | $220K | Buy |
4,211
+450
| +12% | +$23.5K | 0.14% | 31 |
|
|
2021
Q1 | $216K | Buy |
+3,761
| New | +$216K | 0.14% | 31 |
|