Ameritas Advisory Services’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 | $527K | Buy |
+6,621
| New | +$527K | 0.03% | 493 |
|
|
2025
Q1 | – | Sell |
-2,337
| Closed | -$227K | – | 907 |
|
|
2024
Q4 | $227K | Buy |
+2,337
| New | +$227K | 0.01% | 804 |
|
|
2024
Q1 | – | Sell |
-6,043
| Closed | -$253K | – | 915 |
|
|
2023
Q4 | $253K | Buy |
+6,043
| New | +$253K | 0.01% | 597 |
|
|
2023
Q2 | – | Sell |
-6,815
| Closed | -$300K | – | 2381 |
|
|
2023
Q1 | $300K | Sell |
6,815
-1,537
| -18% | -$67.7K | 0.02% | 643 |
|
|
2022
Q4 | $315K | Buy |
8,352
+750
| +10% | +$28.3K | 0.01% | 701 |
|
|
2022
Q3 | $247K | Buy |
7,602
+40
| +0.5% | +$1.3K | 0.01% | 644 |
|
|
2022
Q2 | $268K | Buy |
7,562
+530
| +8% | +$18.8K | 0.02% | 656 |
|
|
2022
Q1 | $326K | Sell |
7,032
-158
| -2% | -$7.33K | 0.01% | 638 |
|
|
2021
Q4 | $315K | Buy |
+7,190
| New | +$315K | 0.01% | 631 |
|