Atria Wealth Solutions’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 | – | Sell |
-5,872
| Closed | -$405K | – | 1893 |
|
|
2025
Q1 | $405K | Sell |
5,872
-1,123
| -16% | -$77.5K | ﹤0.01% | 1298 |
|
|
2024
Q4 | $679K | Sell |
6,995
-2,677
| -28% | -$260K | 0.01% | 1087 |
|
|
2024
Q3 | $552K | Sell |
9,672
-824
| -8% | -$47K | 0.01% | 1195 |
|
|
2024
Q2 | $511K | Sell |
10,496
-1,873
| -15% | -$91.1K | 0.01% | 1215 |
|
|
2024
Q1 | $592K | Sell |
12,369
-75
| -0.6% | -$3.59K | 0.01% | 1180 |
|
|
2023
Q4 | $513K | Sell |
12,444
-12,667
| -50% | -$523K | 0.01% | 1182 |
|
|
2023
Q3 | $1.06M | Sell |
25,111
-268
| -1% | -$11.3K | 0.01% | 779 |
|
|
2023
Q2 | $1.39M | Sell |
25,379
-680
| -3% | -$37.3K | 0.02% | 709 |
|
|
2023
Q1 | $1.15M | Sell |
26,059
-2,367
| -8% | -$105K | 0.02% | 735 |
|
|
2022
Q4 | $1.07M | Buy |
28,426
+7,315
| +35% | +$276K | 0.02% | 713 |
|
|
2022
Q3 | $687K | Buy |
21,111
+15,080
| +250% | +$491K | 0.01% | 863 |
|
|
2022
Q2 | $214K | Sell |
6,031
-9,709
| -62% | -$345K | ﹤0.01% | 1389 |
|
|
2022
Q1 | $730K | Buy |
+15,740
| New | +$730K | 0.01% | 870 |
|