Avion Wealth’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 | $552K | Sell |
6,935
-1,069
| -13% | -$85.1K | 0.13% | 49 |
|
|
2025
Q1 | $777K | Hold |
8,004
| – | – | 0.2% | 40 |
|
|
2024
Q4 | $777K | Sell |
8,004
-567
| -7% | -$55K | 0.2% | 40 |
|
|
2024
Q3 | $489K | Sell |
8,571
-687
| -7% | -$39.2K | 0.13% | 47 |
|
|
2024
Q2 | $450K | Sell |
9,258
-2,133
| -19% | -$104K | 0.12% | 47 |
|
|
2024
Q1 | $546K | Sell |
11,391
-60
| -0.5% | -$2.88K | 0.15% | 41 |
|
|
2023
Q4 | $472K | Sell |
11,451
-824
| -7% | -$34K | 0.13% | 47 |
|
|
2023
Q3 | $519K | Buy |
12,275
+1
| +0% | +$42 | 0.15% | 45 |
|
|
2023
Q2 | $672K | Buy |
12,274
+972
| +9% | +$53.2K | 0.18% | 42 |
|
|
2023
Q1 | $426K | Hold |
11,302
| – | – | 0.12% | 43 |
|
|
2022
Q4 | $367K | Hold |
11,302
| – | – | 0.11% | 46 |
|
|
2022
Q3 | $368K | Buy |
11,302
+1,145
| +11% | +$37.3K | 0.11% | 46 |
|
|
2022
Q2 | $360K | Buy |
10,157
+1,979
| +24% | +$70.1K | 0.11% | 48 |
|
|
2022
Q1 | $379K | Buy |
8,178
+251
| +3% | +$11.6K | 0.11% | 43 |
|
|
2021
Q4 | $347K | Sell |
7,927
-305
| -4% | -$13.4K | 0.1% | 45 |
|
|
2021
Q3 | $392K | Sell |
8,232
-598
| -7% | -$28.5K | 0.12% | 35 |
|
|
2021
Q2 | $462K | Sell |
8,830
-957
| -10% | -$50.1K | 0.14% | 32 |
|
|
2021
Q1 | $563K | Buy |
9,787
+1,652
| +20% | +$95K | 0.2% | 28 |
|
|
2020
Q4 | $352K | Buy |
8,135
+1,009
| +14% | +$43.7K | 0.11% | 34 |
|
|
2020
Q3 | $248K | Sell |
7,126
-536
| -7% | -$18.7K | 0.08% | 38 |
|
|
2020
Q2 | $265K | Buy |
7,662
+2,662
| +53% | +$92.1K | 0.09% | 38 |
|
|
2020
Q1 | $158K | Buy |
5,000
+879
| +21% | +$27.8K | 0.07% | 40 |
|
|
2019
Q4 | $363K | Buy |
4,121
+1,668
| +68% | +$147K | 0.32% | 33 |
|
|
2019
Q3 | $217K | Buy |
+2,453
| New | +$217K | 0.21% | 41 |
|