Atria Investments’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 | $2.27M | Buy |
28,483
+3,978
| +16% | +$317K | 0.03% | 675 |
|
|
2025
Q1 | $1.69M | Buy |
24,505
+13,201
| +117% | +$912K | 0.02% | 774 |
|
|
2024
Q4 | $1.1M | Buy |
11,304
+7,196
| +175% | +$699K | 0.01% | 923 |
|
|
2024
Q3 | $234K | Sell |
4,108
-381
| -8% | -$21.7K | ﹤0.01% | 1744 |
|
|
2024
Q2 | $218K | Buy |
+4,489
| New | +$218K | ﹤0.01% | 1770 |
|
|
2020
Q1 | – | Sell |
-7,051
| Closed | -$621K | – | 1151 |
|
|
2019
Q4 | $621K | Buy |
7,051
+308
| +5% | +$27.1K | 0.02% | 705 |
|
|
2019
Q3 | $596K | Sell |
6,743
-27
| -0.4% | -$2.39K | 0.02% | 543 |
|
|
2019
Q2 | $561K | Sell |
6,770
-2,852
| -30% | -$236K | 0.02% | 548 |
|
|
2019
Q1 | $768K | Buy |
9,622
+895
| +10% | +$71.4K | 0.03% | 423 |
|
|
2018
Q4 | $731K | Buy |
8,727
+3,799
| +77% | +$318K | 0.03% | 388 |
|
|
2018
Q3 | $439K | Buy |
4,928
+422
| +9% | +$37.6K | 0.02% | 631 |
|
|
2018
Q2 | $314K | Sell |
4,506
-197
| -4% | -$13.7K | 0.01% | 726 |
|
|
2018
Q1 | $327K | Sell |
4,703
-208
| -4% | -$14.5K | 0.02% | 647 |
|
|
2017
Q4 | $331K | Sell |
4,911
-1,562
| -24% | -$105K | 0.02% | 609 |
|
|
2017
Q3 | $394K | Sell |
6,473
-821
| -11% | -$50K | 0.02% | 512 |
|
|
2017
Q2 | $549K | Buy |
7,294
+3,017
| +71% | +$227K | 0.03% | 411 |
|
|
2017
Q1 | $302K | Buy |
4,277
+549
| +15% | +$38.8K | 0.02% | 515 |
|
|
2016
Q4 | $272K | Buy |
+3,728
| New | +$272K | 0.02% | 503 |
|
|
2016
Q1 | – | Sell |
-11,122
| Closed | -$577K | – | 491 |
|
|
2015
Q4 | $577K | Buy |
+11,122
| New | +$577K | 0.06% | 204 |
|