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 |
|