Bell Investment Advisors’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 | $31.1K | Buy |
390
+31
| +9% | +$2.47K | 0.01% | 318 |
|
|
2025
Q1 | $24.8K | Hold |
359
| – | – | ﹤0.01% | 336 |
|
|
2024
Q4 | $34.9K | Buy |
359
+135
| +60% | +$13.1K | 0.01% | 272 |
|
|
2024
Q3 | $12.8K | Sell |
224
-19
| -8% | -$1.08K | ﹤0.01% | 533 |
|
|
2024
Q2 | $11.8K | Buy |
243
+12
| +5% | +$584 | ﹤0.01% | 548 |
|
|
2024
Q1 | $11.1K | Buy |
231
+16
| +7% | +$766 | ﹤0.01% | 548 |
|
|
2023
Q4 | $8.87K | Buy |
215
+66
| +44% | +$2.72K | ﹤0.01% | 606 |
|
|
2023
Q3 | $6.3K | Buy |
149
+39
| +35% | +$1.65K | ﹤0.01% | 694 |
|
|
2023
Q2 | $6.04K | Buy |
110
+45
| +69% | +$2.47K | ﹤0.01% | 722 |
|
|
2023
Q1 | $2.88K | Buy |
65
+11
| +20% | +$487 | ﹤0.01% | 1065 |
|
|
2022
Q4 | $2.04K | Buy |
54
+22
| +69% | +$829 | ﹤0.01% | 1287 |
|
|
2022
Q3 | $1K | Sell |
32
-40
| -56% | -$1.25K | ﹤0.01% | 1612 |
|
|
2022
Q2 | $3K | Buy |
+72
| New | +$3K | ﹤0.01% | 1030 |
|
|
2021
Q4 | $1K | Sell |
29
-35
| -55% | -$1.21K | ﹤0.01% | 1642 |
|
|
2021
Q3 | $3K | Buy |
+64
| New | +$3K | ﹤0.01% | 980 |
|