Apella Capital’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
$2.96M Buy
36,509
+1,432
+4% +$116K 0.08% 138
2025
Q1
$2.48M Sell
35,077
-5
-0% -$354 0.09% 123
2024
Q4
$3.41M Sell
35,082
-1,404
-4% -$136K 0.13% 95
2024
Q3
$2.03M Buy
36,486
+1,772
+5% +$98.8K 0.08% 104
2024
Q2
$1.64M Buy
34,714
+4,159
+14% +$196K 0.07% 112
2024
Q1
$1.33M Hold
30,555
0.07% 121
2023
Q4
$1.24M Sell
30,555
-78
-0.3% -$3.16K 0.07% 123
2023
Q3
$1.3M Hold
30,633
0.09% 99
2023
Q2
$1.68M Buy
+30,633
New +$1.68M 0.12% 91
2022
Q4
$1.15M Buy
30,555
+3,500
+13% +$132K 0.11% 100
2022
Q3
$880K Hold
27,055
0.1% 102
2022
Q2
$958K Buy
27,055
+5
+0% +$177 0.11% 103
2022
Q1
$1.25M Buy
+27,050
New +$1.25M 0.18% 80