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 |
|