AWM
Avondale Wealth Management’s United Airlines UAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
17,700
+1,000
| +6% | +$79.6K | 0.79% | 22 |
|
|
2025
Q1 | $1.15M | Sell |
16,700
-300
| -2% | -$20.7K | 0.73% | 22 |
|
|
2024
Q4 | $1.65M | Sell |
17,000
-2,750
| -14% | -$267K | 1.06% | 17 |
|
|
2024
Q3 | $1.13M | Buy |
19,750
+3,000
| +18% | +$171K | 0.73% | 18 |
|
|
2024
Q2 | $815K | Buy |
16,750
+2,500
| +18% | +$122K | 0.56% | 21 |
|
|
2024
Q1 | $682K | Hold |
14,250
| – | – | 0.48% | 22 |
|
|
2023
Q4 | $588K | Buy |
+14,250
| New | +$588K | 0.47% | 23 |
|