Capital Analysts 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 | $57K | Hold |
717
| – | – | ﹤0.01% | 784 |
|
|
2025
Q1 | $50K | Hold |
717
| – | – | ﹤0.01% | 793 |
|
|
2024
Q4 | $69K | Sell |
717
-207
| -22% | -$19.9K | ﹤0.01% | 693 |
|
|
2024
Q3 | $53K | Hold |
924
| – | – | ﹤0.01% | 712 |
|
|
2024
Q2 | $45K | Sell |
924
-267
| -22% | -$13K | ﹤0.01% | 731 |
|
|
2024
Q1 | $57K | Hold |
1,191
| – | – | ﹤0.01% | 640 |
|
|
2023
Q4 | $49K | Hold |
1,191
| – | – | ﹤0.01% | 653 |
|
|
2023
Q3 | $51K | Hold |
1,191
| – | – | ﹤0.01% | 603 |
|
|
2023
Q2 | $64K | Hold |
1,191
| – | – | ﹤0.01% | 537 |
|
|
2023
Q1 | $52K | Sell |
1,191
-5
| -0.4% | -$218 | ﹤0.01% | 591 |
|
|
2022
Q4 | $45K | Sell |
1,196
-20
| -2% | -$753 | ﹤0.01% | 642 |
|
|
2022
Q3 | $39K | Buy |
1,216
+20
| +2% | +$641 | ﹤0.01% | 615 |
|
|
2022
Q2 | $43K | Hold |
1,196
| – | – | ﹤0.01% | 588 |
|
|
2022
Q1 | $55K | Hold |
1,196
| – | – | ﹤0.01% | 536 |
|
|
2021
Q4 | $52K | Buy |
1,196
+781
| +188% | +$34K | ﹤0.01% | 567 |
|
|
2021
Q3 | $20K | Hold |
415
| – | – | ﹤0.01% | 702 |
|
|
2021
Q2 | $22K | Hold |
415
| – | – | ﹤0.01% | 659 |
|
|
2021
Q1 | $24K | Hold |
415
| – | – | ﹤0.01% | 693 |
|
|
2020
Q4 | $18K | Hold |
415
| – | – | ﹤0.01% | 527 |
|
|
2020
Q3 | $14K | Sell |
415
-10
| -2% | -$337 | ﹤0.01% | 551 |
|
|
2020
Q2 | $15K | Hold |
425
| – | – | ﹤0.01% | 507 |
|
|
2020
Q1 | $13K | Buy |
+425
| New | +$13K | ﹤0.01% | 495 |
|