Bogart Wealth LLC’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
$66.1K Sell
830
-33
-4% -$2.63K ﹤0.01% 396
2025
Q1
$59.6K Buy
863
+78
+10% +$5.39K ﹤0.01% 385
2024
Q4
$76.2K Sell
785
-675
-46% -$65.5K ﹤0.01% 337
2024
Q3
$83.3K Buy
1,460
+12
+0.8% +$685 ﹤0.01% 328
2024
Q2
$70.5K Sell
1,448
-219
-13% -$10.7K ﹤0.01% 337
2024
Q1
$79.8K Buy
1,667
+173
+12% +$8.28K ﹤0.01% 307
2023
Q4
$61.6K Sell
1,494
-209
-12% -$8.62K ﹤0.01% 338
2023
Q3
$72K Buy
1,703
+194
+13% +$8.21K ﹤0.01% 285
2023
Q2
$82.8K Hold
1,509
0.01% 261
2023
Q1
$66.8K Sell
1,509
-300
-17% -$13.3K ﹤0.01% 282
2022
Q4
$68.2K Sell
1,809
-50
-3% -$1.89K ﹤0.01% 267
2022
Q3
$60K Buy
1,859
+50
+3% +$1.61K 0.01% 277
2022
Q2
$64K Buy
1,809
+467
+35% +$16.5K 0.01% 257
2022
Q1
$62K Buy
1,342
+8
+0.6% +$370 0.01% 255
2021
Q4
$58K Buy
1,334
+125
+10% +$5.44K 0.01% 247
2021
Q3
$58K Buy
1,209
+158
+15% +$7.58K 0.01% 237
2021
Q2
$55K Hold
1,051
0.01% 232
2021
Q1
$60K Buy
1,051
+335
+47% +$19.1K 0.01% 218
2020
Q4
$30K Buy
716
+416
+139% +$17.4K 0.01% 235
2020
Q3
$10K Sell
300
-35
-10% -$1.17K ﹤0.01% 303
2020
Q2
$12K Hold
335
﹤0.01% 276
2020
Q1
$11K Buy
+335
New +$11K ﹤0.01% 260
2018
Q3
Sell
-1,000
Closed -$69K 355
2018
Q2
$69K Hold
1,000
0.04% 126
2018
Q1
$71K Buy
+1,000
New +$71K 0.04% 120