Burns Matteson Capital 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 | $265K | Sell |
3,328
-5,618
| -63% | -$447K | 0.13% | 143 |
|
|
2025
Q1 | $618K | Buy |
8,946
+2,391
| +36% | +$165K | 0.33% | 51 |
|
|
2024
Q4 | $636K | Buy |
+6,555
| New | +$636K | 0.36% | 55 |
|
|
2024
Q3 | – | Sell |
-8,068
| Closed | -$393K | – | 198 |
|
|
2024
Q2 | $393K | Sell |
8,068
-1,581
| -16% | -$76.9K | 0.25% | 72 |
|
|
2024
Q1 | $462K | Sell |
9,649
-5,991
| -38% | -$287K | 0.3% | 66 |
|
|
2023
Q4 | $646K | Buy |
+15,640
| New | +$646K | 0.45% | 71 |
|
|
2023
Q3 | – | Sell |
-13,005
| Closed | -$714K | – | 177 |
|
|
2023
Q2 | $714K | Buy |
+13,005
| New | +$714K | 0.44% | 42 |
|