Carson Wealth (CWM LLC)’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.05M | Buy |
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|
2025
Q2 | $3.5M | Buy |
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|
2025
Q1 | $1.5M | Buy |
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|
2024
Q4 | $1.99M | Buy |
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|
2024
Q3 | $776K | Buy |
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|
2024
Q2 | $369K | Sell |
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|
2024
Q1 | $418K | Buy |
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|
2023
Q4 | $311K | Buy |
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|
2023
Q3 | $300K | Buy |
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|
2023
Q2 | $377K | Buy |
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|
2023
Q1 | $280K | Buy |
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|
2022
Q4 | $233K | Sell |
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|
2022
Q3 | $218K | Buy |
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|
2022
Q2 | $217K | Sell |
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|
2022
Q1 | $344K | Buy |
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|
2021
Q4 | $251K | Buy |
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|
2021
Q2 | $219K | Hold |
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|
2021
Q1 | $219K | Hold |
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|
2020
Q4 | $219K | Hold |
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|
2020
Q3 | $219K | Hold |
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|
2020
Q2 | $219K | Hold |
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|
2020
Q1 | $219K | Hold |
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|
2019
Q4 | $219K | Hold |
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|
2019
Q3 | $219K | Hold |
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|
2019
Q2 | $219K | Hold |
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|
2019
Q1 | $219K | Buy |
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|
2018
Q4 | $1K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $12K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $7K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $5K | Buy |
|