Bartlett & Co 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
Q2 | – | Sell |
-1
| Closed | -$69 | – | 1332 |
|
|
2025
Q1 | $69 | Buy |
+1
| New | +$69 | ﹤0.01% | 1216 |
|
|
2024
Q3 | – | Sell |
-60
| Closed | -$2.92K | – | 1157 |
|
|
2024
Q2 | $2.92K | Buy |
+60
| New | +$2.92K | ﹤0.01% | 1030 |
|
|
2024
Q1 | – | Sell |
-100
| Closed | -$4.2K | – | 1212 |
|
|
2023
Q4 | $4.2K | Sell |
100
-500
| -83% | -$21K | ﹤0.01% | 1098 |
|
|
2023
Q3 | $25.4K | Buy |
600
+400
| +200% | +$16.9K | ﹤0.01% | 769 |
|
|
2023
Q2 | $11K | Sell |
200
-200
| -50% | -$11K | ﹤0.01% | 913 |
|
|
2023
Q1 | $17.7K | Buy |
400
+200
| +100% | +$8.85K | ﹤0.01% | 731 |
|
|
2022
Q4 | $7.54K | Buy |
+200
| New | +$7.54K | ﹤0.01% | 865 |
|
|
2021
Q3 | – | Sell |
-15
| Closed | -$784 | – | 1075 |
|
|
2021
Q2 | $784 | Hold |
15
| – | – | ﹤0.01% | 985 |
|
|
2021
Q1 | $863 | Hold |
15
| – | – | ﹤0.01% | 997 |
|
|
2020
Q4 | $649 | Buy |
+15
| New | +$649 | ﹤0.01% | 1113 |
|
|
2019
Q3 | – | Sell |
-5
| Closed | -$438 | – | 936 |
|
|
2019
Q2 | $438 | Buy |
+5
| New | +$438 | ﹤0.01% | 730 |
|