Cerity 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
Q2 | $5.18M | Buy |
65,064
+14,894
| +30% | +$1.19M | 0.01% | 789 |
|
|
2025
Q1 | $3.61M | Buy |
50,170
+2,266
| +5% | +$163K | 0.01% | 855 |
|
|
2024
Q4 | $4.26M | Sell |
47,904
-1,677
| -3% | -$149K | 0.01% | 777 |
|
|
2024
Q3 | $2.83M | Buy |
49,581
+26,188
| +112% | +$1.49M | 0.01% | 938 |
|
|
2024
Q2 | $1.14M | Sell |
23,393
-1,482
| -6% | -$72.1K | ﹤0.01% | 1164 |
|
|
2024
Q1 | $1.19M | Buy |
24,875
+10,206
| +70% | +$489K | ﹤0.01% | 1199 |
|
|
2023
Q4 | $605K | Buy |
14,669
+6,069
| +71% | +$250K | ﹤0.01% | 1187 |
|
|
2023
Q3 | $364K | Sell |
8,600
-4,357
| -34% | -$184K | ﹤0.01% | 1080 |
|
|
2023
Q2 | $711K | Sell |
12,957
-869
| -6% | -$47.7K | ﹤0.01% | 1043 |
|
|
2023
Q1 | $19.4M | Sell |
13,826
-2,775
| -17% | -$3.9M | 0.05% | 238 |
|
|
2022
Q4 | $626K | Buy |
16,601
+6,301
| +61% | +$238K | ﹤0.01% | 843 |
|
|
2022
Q3 | $334K | Buy |
10,300
+829
| +9% | +$26.9K | ﹤0.01% | 850 |
|
|
2022
Q2 | $318K | Buy |
9,471
+3,312
| +54% | +$111K | ﹤0.01% | 886 |
|
|
2022
Q1 | $287K | Sell |
6,159
-2,034
| -25% | -$94.8K | ﹤0.01% | 737 |
|
|
2021
Q4 | $360K | Buy |
8,193
+2,381
| +41% | +$105K | 0.01% | 714 |
|
|
2021
Q3 | $276K | Buy |
5,812
+18
| +0.3% | +$855 | 0.01% | 581 |
|
|
2021
Q2 | $303K | Buy |
5,794
+1,160
| +25% | +$60.7K | 0.01% | 574 |
|
|
2021
Q1 | $267K | Sell |
4,634
-255
| -5% | -$14.7K | 0.01% | 584 |
|
|
2020
Q4 | $211K | Buy |
+4,889
| New | +$211K | 0.01% | 587 |
|