Avior Wealth Management’s United Airlines UAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,707
Closed -$166K 2229
2024
Q4
$166K Buy
1,707
+93
+6% +$9.03K 0.01% 755
2024
Q3
$92.1K Sell
1,614
-15
-0.9% -$856 ﹤0.01% 907
2024
Q2
$79.3K Sell
1,629
-211
-11% -$10.3K ﹤0.01% 938
2024
Q1
$88.1K Buy
1,840
+711
+63% +$34K ﹤0.01% 1018
2023
Q4
$46.6K Sell
1,129
-27
-2% -$1.11K ﹤0.01% 740
2023
Q3
$48.9K Buy
1,156
+71
+7% +$3K ﹤0.01% 763
2023
Q2
$59.5K Hold
1,085
﹤0.01% 724
2023
Q1
$48K Buy
1,085
+928
+591% +$41.1K ﹤0.01% 777
2022
Q4
$5.92K Hold
157
﹤0.01% 929
2022
Q3
$5K Sell
157
-277
-64% -$8.82K ﹤0.01% 944
2022
Q2
$15K Buy
434
+296
+214% +$10.2K ﹤0.01% 716
2022
Q1
$6K Sell
138
-215
-61% -$9.35K ﹤0.01% 895
2021
Q4
$15K Buy
353
+47
+15% +$2K ﹤0.01% 756
2021
Q3
$14K Buy
306
+115
+60% +$5.26K ﹤0.01% 730
2021
Q2
$9K Sell
191
-64
-25% -$3.02K ﹤0.01% 767
2021
Q1
$14K Buy
255
+155
+155% +$8.51K ﹤0.01% 713
2020
Q4
$4K Hold
100
﹤0.01% 819
2020
Q3
$3K Buy
+100
New +$3K ﹤0.01% 807
2020
Q1
Sell
-150
Closed -$13K 895
2019
Q4
$13K Hold
150
﹤0.01% 583
2019
Q3
$13K Hold
150
﹤0.01% 569
2019
Q2
$13K Hold
150
﹤0.01% 572
2019
Q1
$11K Hold
150
﹤0.01% 524
2018
Q4
$12K Hold
150
﹤0.01% 561
2018
Q3
$13K Hold
150
﹤0.01% 563
2018
Q2
$10K Hold
150
﹤0.01% 585
2018
Q1
$10K Hold
150
﹤0.01% 583
2017
Q4
$10K Hold
150
﹤0.01% 596
2017
Q3
$9K Hold
150
﹤0.01% 346
2017
Q2
$11K Hold
150
﹤0.01% 305
2017
Q1
$11K Buy
+150
New +$11K ﹤0.01% 342