CBIZ Investment Advisory Services’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
$9.87K Buy
124
+17
+16% +$1.35K ﹤0.01% 354
2025
Q1
$7.39K Hold
107
﹤0.01% 352
2024
Q4
$10.4K Buy
107
+21
+24% +$2.04K ﹤0.01% 277
2024
Q3
$4.91K Hold
86
﹤0.01% 299
2024
Q2
$4.19K Buy
+86
New +$4.19K ﹤0.01% 304