Capital Wealth Alliance’s United Airlines UAL Stock Holding History

Capital Wealth Alliance’s Portfolio UAL Stock Details UAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4,679	Closed	-$228K	–	100
2024 Q2	$228K	Hold	4,679	–	–	0.13%	90
2024 Q1	$224K	Buy	+4,679	New	+$201K	0.13%	88
2023 Q3	–	Sell	-4,679	Closed	-$257K	–	108
2023 Q2	$257K	Sell	4,679 -188	-4%	-$8.88K	0.19%	86
2023 Q1	$215K	Buy	+4,867	New	+$233K	0.17%	95
2022 Q2	–	Sell	-5,646	Closed	-$261K	–	141
2022 Q1	$261K	Sell	5,646 -50	-0.9%	-$2.17K	0.16%	110
2021 Q4	$249K	Sell	5,696 -150	-3%	-$6.96K	0.15%	119
2021 Q3	$280K	Hold	5,846	–	–	0.17%	111
2021 Q2	$254K	Hold	5,846	–	–	0.16%	113
2021 Q1	$336K	Buy	5,846 +50	+0.9%	+$2.44K	0.22%	95
2020 Q4	$237K	Sell	5,796 -150	-3%	-$6.07K	0.17%	106
2020 Q3	$207K	Buy	+5,946	New	+$206K	0.19%	98

Other funds holding UAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return