Avidian Wealth Enterprises’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 | $622K | Buy |
7,812
+79
| +1% | +$6.29K | 0.03% | 287 |
|
|
2025
Q1 | $534K | Sell |
7,733
-639
| -8% | -$44.1K | 0.02% | 298 |
|
|
2024
Q4 | $813K | Sell |
8,372
-165
| -2% | -$16K | 0.04% | 220 |
|
|
2024
Q3 | $487K | Sell |
8,537
-1,999
| -19% | -$114K | 0.02% | 297 |
|
|
2024
Q2 | $513K | Buy |
10,536
+2,005
| +24% | +$97.6K | 0.02% | 280 |
|
|
2024
Q1 | $408K | Buy |
8,531
+1,220
| +17% | +$58.4K | 0.02% | 294 |
|
|
2023
Q4 | $302K | Buy |
7,311
+700
| +11% | +$28.9K | 0.02% | 337 |
|
|
2023
Q3 | $280K | Buy |
6,611
+100
| +2% | +$4.23K | 0.02% | 335 |
|
|
2023
Q2 | $357K | Hold |
6,511
| – | – | 0.02% | 316 |
|
|
2023
Q1 | $288K | Buy |
6,511
+927
| +17% | +$41K | 0.02% | 388 |
|
|
2022
Q4 | $211K | Sell |
5,584
-2,315
| -29% | -$87.3K | 0.01% | 422 |
|
|
2022
Q3 | $257K | Sell |
7,899
-250
| -3% | -$8.13K | 0.02% | 351 |
|
|
2022
Q2 | $289K | Buy |
+8,149
| New | +$289K | 0.02% | 357 |
|