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Carolina Wealth Advisors’s United Airlines UAL Stock Holding History

Carolina Wealth Advisors’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
2025
Q3 		– Sell
-222
Closed -$17.7K – 295
2025
Q2 		$17.7K Sell
222
-4,371
-95% -$322K 0.01% 127
2025
Q1 		$317K Sell
4,593
-6,765
-60% -$639K 0.17% 53
2024
Q4 		$1.1M Buy
11,358
+199
+2% +$16.8K 0.59% 23
2024
Q3 		$637K Sell
11,159
-1,026
-8% -$47.5K 0.32% 43
2024
Q2 		$593K Buy
12,185
+1,327
+12% +$66.8K 0.29% 47
2024
Q1 		$520K Sell
10,858
-23
-0.2% -$986 0.28% 50
2023
Q4 		$449K Sell
10,881
-186
-2% -$7.31K 0.23% 61
2023
Q3 		$468K Buy
+11,067
New +$560K 0.26% 61

Other funds holding UAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return