Brinker Capital Investments’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 | $704K | Buy |
8,845
+4,956
| +127% | +$395K | 0.01% | 1370 |
|
|
2025
Q1 | $269K | Sell |
3,889
-3,790
| -49% | -$262K | ﹤0.01% | 1676 |
|
|
2024
Q4 | $746K | Buy |
7,679
+3,855
| +101% | +$374K | 0.01% | 1197 |
|
|
2024
Q3 | $218K | Buy |
+3,824
| New | +$218K | ﹤0.01% | 1671 |
|
|
2024
Q2 | – | Sell |
-20,597
| Closed | -$986K | – | 1804 |
|
|
2024
Q1 | $986K | Buy |
20,597
+132
| +0.6% | +$6.32K | 0.01% | 990 |
|
|
2023
Q4 | $878K | Sell |
20,465
-15,886
| -44% | -$682K | 0.01% | 1005 |
|
|
2023
Q3 | $1.54M | Buy |
+36,351
| New | +$1.54M | 0.02% | 726 |
|
|
2020
Q1 | – | Sell |
-1,053
| Closed | -$93K | – | 724 |
|
|
2019
Q4 | $93K | Hold |
1,053
| – | – | ﹤0.01% | 370 |
|
|
2019
Q3 | $93K | Hold |
1,053
| – | – | ﹤0.01% | 375 |
|
|
2019
Q2 | $92K | Hold |
1,053
| – | – | ﹤0.01% | 497 |
|
|
2019
Q1 | $84K | Buy |
1,053
+1,005
| +2,094% | +$80.2K | ﹤0.01% | 402 |
|
|
2018
Q4 | $4K | Hold |
48
| – | – | ﹤0.01% | 581 |
|
|
2018
Q3 | $4K | Buy |
+48
| New | +$4K | ﹤0.01% | 563 |
|
|
2018
Q1 | – | Sell |
-1,005
| Closed | -$68K | – | 601 |
|
|
2017
Q4 | $68K | Hold |
1,005
| – | – | ﹤0.01% | 341 |
|
|
2017
Q3 | $61K | Hold |
1,005
| – | – | ﹤0.01% | 336 |
|
|
2017
Q2 | $76K | Hold |
1,005
| – | – | ﹤0.01% | 307 |
|
|
2017
Q1 | $71K | Hold |
1,005
| – | – | ﹤0.01% | 296 |
|
|
2016
Q4 | $73K | Hold |
1,005
| – | – | ﹤0.01% | 288 |
|
|
2016
Q3 | $53K | Hold |
1,005
| – | – | ﹤0.01% | 291 |
|
|
2016
Q2 | $41K | Hold |
1,005
| – | – | ﹤0.01% | 299 |
|
|
2016
Q1 | $60K | Hold |
1,005
| – | – | ﹤0.01% | 288 |
|
|
2015
Q4 | $58K | Hold |
1,005
| – | – | ﹤0.01% | 326 |
|
|
2015
Q3 | $53K | Buy |
+1,005
| New | +$53K | ﹤0.01% | 320 |
|