AE 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 | $293K | Buy |
3,675
+515
| +16% | +$41K | ﹤0.01% | 1130 |
|
|
2025
Q1 | $218K | Sell |
3,160
-426
| -12% | -$29.4K | ﹤0.01% | 1238 |
|
|
2024
Q4 | $348K | Buy |
+3,586
| New | +$348K | ﹤0.01% | 1033 |
|
|
2024
Q1 | – | Sell |
-21,601
| Closed | -$919K | – | 1926 |
|
|
2023
Q4 | $919K | Sell |
21,601
-2,978
| -12% | -$127K | ﹤0.01% | 1188 |
|
|
2023
Q3 | $1.04M | Sell |
24,579
-990
| -4% | -$41.9K | 0.01% | 1082 |
|
|
2023
Q2 | $1.4M | Sell |
25,569
-39,495
| -61% | -$2.17M | 0.01% | 956 |
|
|
2023
Q1 | $2.88M | Sell |
65,064
-20,273
| -24% | -$897K | 0.02% | 677 |
|
|
2022
Q4 | $3.22M | Buy |
85,337
+9,133
| +12% | +$344K | 0.02% | 597 |
|
|
2022
Q3 | $2.48M | Sell |
76,204
-992
| -1% | -$32.3K | 0.02% | 628 |
|
|
2022
Q2 | $2.73M | Sell |
77,196
-6,648
| -8% | -$235K | 0.02% | 565 |
|
|
2022
Q1 | $3.89M | Buy |
83,844
+11,010
| +15% | +$510K | 0.03% | 516 |
|
|
2021
Q4 | $3.19M | Sell |
72,834
-2,134
| -3% | -$93.4K | 0.02% | 548 |
|
|
2021
Q3 | $3.57M | Sell |
74,968
-5,702
| -7% | -$271K | 0.03% | 461 |
|
|
2021
Q2 | $4.22M | Sell |
80,670
-2,655
| -3% | -$139K | 0.04% | 416 |
|
|
2021
Q1 | $4.8M | Buy |
83,325
+4,764
| +6% | +$274K | 0.05% | 318 |
|
|
2020
Q4 | $3.4M | Buy |
78,561
+3,973
| +5% | +$172K | 0.04% | 350 |
|
|
2020
Q3 | $2.59M | Buy |
74,588
+24,323
| +48% | +$845K | 0.04% | 361 |
|
|
2020
Q2 | $1.74M | Buy |
50,265
+35,278
| +235% | +$1.22M | 0.03% | 445 |
|
|
2020
Q1 | $473K | Buy |
14,987
+5,440
| +57% | +$172K | 0.01% | 701 |
|
|
2019
Q4 | $841K | Buy |
9,547
+2,286
| +31% | +$201K | 0.02% | 565 |
|
|
2019
Q3 | $642K | Buy |
7,261
+81
| +1% | +$7.16K | 0.02% | 556 |
|
|
2019
Q2 | $629K | Buy |
+7,180
| New | +$629K | 0.02% | 526 |
|