Aptus Capital 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 | $283K | Buy |
+3,552
| New | +$283K | ﹤0.01% | 829 |
|
|
2025
Q1 | – | Sell |
-2,271
| Closed | -$221K | – | 1492 |
|
|
2024
Q4 | $221K | Buy |
+2,271
| New | +$221K | ﹤0.01% | 858 |
|
|
2022
Q2 | – | Sell |
-42,127
| Closed | -$1.95M | – | 727 |
|
|
2022
Q1 | $1.95M | Sell |
42,127
-25,508
| -38% | -$1.18M | 0.05% | 203 |
|
|
2021
Q4 | $2.96M | Buy |
67,635
+23,672
| +54% | +$1.04M | 0.09% | 133 |
|
|
2021
Q3 | $2.09M | Buy |
43,963
+799
| +2% | +$38K | 0.05% | 142 |
|
|
2021
Q2 | $2.26M | Buy |
43,164
+10,359
| +32% | +$542K | 0.07% | 112 |
|
|
2021
Q1 | $1.89M | Buy |
+32,805
| New | +$1.89M | 0.07% | 112 |
|