Addison Advisors’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 | $100K | Buy |
1,258
+11
| +0.9% | +$876 | 0.03% | 310 |
|
2025
Q1 | $86.1K | Buy |
1,247
+23
| +2% | +$1.59K | 0.02% | 319 |
|
2024
Q4 | $119K | Buy |
1,224
+37
| +3% | +$3.59K | 0.03% | 273 |
|
2024
Q3 | $67.7K | Buy |
1,187
+25
| +2% | +$1.43K | 0.02% | 353 |
|
2024
Q2 | $56.5K | Hold |
1,162
| – | – | 0.02% | 357 |
|
2024
Q1 | $55.6K | Buy |
1,162
+167
| +17% | +$8K | 0.02% | 349 |
|
2023
Q4 | $41.1K | Sell |
995
-102
| -9% | -$4.21K | 0.02% | 381 |
|
2023
Q3 | $46.4K | Sell |
1,097
-10
| -0.9% | -$423 | 0.02% | 331 |
|
2023
Q2 | $60.7K | Buy |
1,107
+63
| +6% | +$3.46K | 0.03% | 301 |
|
2023
Q1 | $46.2K | Buy |
1,044
+146
| +16% | +$6.46K | 0.03% | 304 |
|
2022
Q4 | $33.9K | Buy |
898
+709
| +375% | +$26.7K | 0.02% | 322 |
|
2022
Q3 | $6K | Buy |
189
+30
| +19% | +$952 | ﹤0.01% | 489 |
|
2022
Q2 | $6K | Sell |
159
-424
| -73% | -$16K | ﹤0.01% | 487 |
|
2022
Q1 | $27K | Buy |
583
+440
| +308% | +$20.4K | 0.01% | 367 |
|
2021
Q4 | $6K | Buy |
+143
| New | +$6K | ﹤0.01% | 458 |
|