Carson Wealth (CWM LLC)’s United Airlines UAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Buy |
43,994
+22,210
| +102% | +$1.77M | 0.01% | 713 |
|
|
2025
Q1 | $1.5M | Buy |
21,784
+1,294
| +6% | +$89.3K | 0.01% | 939 |
|
|
2024
Q4 | $1.99M | Buy |
20,490
+6,883
| +51% | +$668K | 0.01% | 782 |
|
|
2024
Q3 | $776K | Buy |
13,607
+6,027
| +80% | +$344K | ﹤0.01% | 1160 |
|
|
2024
Q2 | $369K | Sell |
7,580
-1,142
| -13% | -$55.6K | ﹤0.01% | 1306 |
|
|
2024
Q1 | $418K | Buy |
8,722
+1,190
| +16% | +$57K | ﹤0.01% | 1198 |
|
|
2023
Q4 | $311K | Buy |
7,532
+435
| +6% | +$18K | ﹤0.01% | 1233 |
|
|
2023
Q3 | $300K | Buy |
7,097
+227
| +3% | +$9.6K | ﹤0.01% | 1152 |
|
|
2023
Q2 | $377K | Buy |
6,870
+531
| +8% | +$29.1K | ﹤0.01% | 1034 |
|
|
2023
Q1 | $280K | Buy |
6,339
+159
| +3% | +$7.02K | ﹤0.01% | 1078 |
|
|
2022
Q4 | $233K | Sell |
6,180
-507
| -8% | -$19.1K | ﹤0.01% | 1041 |
|
|
2022
Q3 | $218K | Buy |
6,687
+561
| +9% | +$18.3K | ﹤0.01% | 1014 |
|
|
2022
Q2 | $217K | Sell |
6,126
-1,284
| -17% | -$45.5K | ﹤0.01% | 1015 |
|
|
2022
Q1 | $344K | Buy |
7,410
+1,680
| +29% | +$78K | ﹤0.01% | 833 |
|
|
2021
Q4 | $251K | Buy |
+5,730
| New | +$251K | ﹤0.01% | 931 |
|
|
2021
Q2 | $219K | Hold |
4,179
| – | – | ﹤0.01% | 873 |
|
|
2021
Q1 | $219K | Hold |
4,179
| – | – | ﹤0.01% | 873 |
|
|
2020
Q4 | $219K | Hold |
4,179
| – | – | ﹤0.01% | 873 |
|
|
2020
Q3 | $219K | Hold |
4,179
| – | – | ﹤0.01% | 873 |
|
|
2020
Q2 | $219K | Hold |
4,179
| – | – | ﹤0.01% | 873 |
|
|
2020
Q1 | $219K | Hold |
4,179
| – | – | ﹤0.01% | 873 |
|
|
2019
Q4 | $219K | Hold |
4,179
| – | – | ﹤0.01% | 873 |
|
|
2019
Q3 | $219K | Hold |
4,179
| – | – | ﹤0.01% | 873 |
|
|
2019
Q2 | $219K | Hold |
4,179
| – | – | ﹤0.01% | 873 |
|
|
2019
Q1 | $219K | Buy |
4,179
+4,163
| +26,019% | +$218K | ﹤0.01% | 873 |
|
|
2018
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 1994 |
|
|
2018
Q2 | – | Sell |
-171
| Closed | -$12K | – | 1776 |
|
|
2018
Q1 | $12K | Buy |
+171
| New | +$12K | ﹤0.01% | 819 |
|
|
2017
Q1 | – | Sell |
-92
| Closed | -$7K | – | 1318 |
|
|
2016
Q4 | $7K | Buy |
+92
| New | +$7K | ﹤0.01% | 799 |
|
|
2014
Q1 | – | Sell |
-119
| Closed | -$5K | – | 422 |
|
|
2013
Q4 | $5K | Buy |
+119
| New | +$5K | ﹤0.01% | 480 |
|