Avantax 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 | $989K | Buy |
12,418
+1,735
| +16% | +$138K | 0.01% | 1182 |
|
|
2025
Q1 | $738K | Buy |
10,683
+163
| +2% | +$11.3K | ﹤0.01% | 1260 |
|
|
2024
Q4 | $1.02M | Buy |
10,520
+1,589
| +18% | +$154K | 0.01% | 1029 |
|
|
2024
Q3 | $510K | Sell |
8,931
-5,860
| -40% | -$334K | ﹤0.01% | 1397 |
|
|
2024
Q2 | $720K | Buy |
14,791
+6,439
| +77% | +$313K | 0.01% | 1148 |
|
|
2024
Q1 | $400K | Sell |
8,352
-2,860
| -26% | -$137K | ﹤0.01% | 1154 |
|
|
2023
Q4 | $463K | Buy |
11,212
+1,183
| +12% | +$48.8K | ﹤0.01% | 1034 |
|
|
2023
Q3 | $424K | Sell |
10,029
-327
| -3% | -$13.8K | ﹤0.01% | 1020 |
|
|
2023
Q2 | $568K | Sell |
10,356
-20
| -0.2% | -$1.1K | 0.01% | 893 |
|
|
2023
Q1 | $459K | Sell |
10,376
-1,180
| -10% | -$52.2K | 0.01% | 957 |
|
|
2022
Q4 | $436K | Buy |
11,556
+1
| +0% | +$38 | 0.01% | 927 |
|
|
2022
Q3 | $376K | Sell |
11,555
-8,338
| -42% | -$271K | 0.01% | 905 |
|
|
2022
Q2 | $705K | Sell |
19,893
-647
| -3% | -$22.9K | 0.01% | 649 |
|
|
2022
Q1 | $950K | Buy |
20,540
+1,381
| +7% | +$63.9K | 0.01% | 551 |
|
|
2021
Q4 | $839K | Sell |
19,159
-560
| -3% | -$24.5K | 0.01% | 575 |
|
|
2021
Q3 | $939K | Buy |
19,719
+344
| +2% | +$16.4K | 0.02% | 507 |
|
|
2021
Q2 | $1.01M | Buy |
19,375
+329
| +2% | +$17.2K | 0.02% | 469 |
|
|
2021
Q1 | $1.1M | Buy |
19,046
+1,150
| +6% | +$66.2K | 0.02% | 405 |
|
|
2020
Q4 | $776K | Sell |
17,896
-41,874
| -70% | -$1.82M | 0.02% | 429 |
|
|
2020
Q3 | $2.08M | Buy |
59,770
+43,184
| +260% | +$1.5M | 0.03% | 359 |
|
|
2020
Q2 | $572K | Buy |
+16,586
| New | +$572K | 0.02% | 450 |
|