Castleview Partners’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-227
| Closed | -$21.7K | – | 532 |
|
|
2024
Q4 | $21.7K | Hold |
227
| – | – | 0.01% | 461 |
|
|
2024
Q3 | $13K | Hold |
227
| – | – | 0.01% | 518 |
|
|
2024
Q2 | $11K | Hold |
227
| – | – | 0.01% | 507 |
|
|
2024
Q1 | $10.9K | Hold |
227
| – | – | 0.01% | 535 |
|
|
2023
Q4 | $9.37K | Hold |
227
| – | – | 0.01% | 519 |
|
|
2023
Q3 | $9.6K | Sell |
227
-62
| -21% | -$2.62K | 0.01% | 432 |
|
|
2023
Q2 | $15.9K | Hold |
289
| – | – | 0.01% | 385 |
|
|
2023
Q1 | $12.8K | Hold |
289
| – | – | 0.01% | 398 |
|
|
2022
Q4 | $10.9K | Hold |
289
| – | – | 0.01% | 361 |
|
|
2022
Q3 | $9K | Sell |
289
-1,528
| -84% | -$47.6K | 0.01% | 402 |
|
|
2022
Q2 | $71.6K | Buy |
1,817
+1,590
| +700% | +$62.6K | 0.06% | 248 |
|
|
2022
Q1 | $10K | Sell |
227
-9,711
| -98% | -$428K | 0.01% | 501 |
|
|
2021
Q4 | $227 | Buy |
+9,938
| New | +$227 | ﹤0.01% | 652 |
|
|
2021
Q2 | $16K | Buy |
+307
| New | +$16K | 0.01% | 606 |
|