Axxcess Wealth Management’s United Airlines UAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $938K | Buy |
11,780
+2,684
| +30% | +$214K | 0.02% | 442 |
|
|
2025
Q1 | $628K | Buy |
9,096
+3,543
| +64% | +$245K | 0.02% | 494 |
|
|
2024
Q4 | $539K | Buy |
5,553
+318
| +6% | +$30.9K | 0.01% | 529 |
|
|
2024
Q3 | $299K | Hold |
5,235
| – | – | 0.01% | 692 |
|
|
2024
Q2 | $255K | Hold |
5,235
| – | – | 0.01% | 704 |
|
|
2024
Q1 | $251K | Hold |
5,235
| – | – | 0.01% | 733 |
|
|
2023
Q4 | $216K | Buy |
+5,235
| New | +$216K | 0.01% | 754 |
|