Carolina Wealth Advisors’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 | $17.7K | Sell |
222
-4,371
| -95% | -$348K | 0.01% | 127 |
|
|
2025
Q1 | $317K | Sell |
4,593
-6,765
| -60% | -$467K | 0.17% | 53 |
|
|
2024
Q4 | $1.1M | Buy |
11,358
+199
| +2% | +$19.3K | 0.59% | 23 |
|
|
2024
Q3 | $637K | Sell |
11,159
-1,026
| -8% | -$58.5K | 0.32% | 43 |
|
|
2024
Q2 | $593K | Buy |
12,185
+1,327
| +12% | +$64.6K | 0.29% | 47 |
|
|
2024
Q1 | $520K | Sell |
10,858
-23
| -0.2% | -$1.1K | 0.28% | 50 |
|
|
2023
Q4 | $449K | Sell |
10,881
-186
| -2% | -$7.67K | 0.23% | 61 |
|
|
2023
Q3 | $468K | Buy |
+11,067
| New | +$468K | 0.26% | 61 |
|