Charles Schwab’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 | $241M | Sell |
3,020,985
-59,740
| -2% | -$4.76M | 0.04% | 350 |
|
2025
Q1 | $213M | Sell |
3,080,725
-34,189
| -1% | -$2.36M | 0.04% | 365 |
|
2024
Q4 | $302M | Buy |
3,114,914
+2,331
| +0.1% | +$226K | 0.06% | 275 |
|
2024
Q3 | $178M | Buy |
3,112,583
+908,558
| +41% | +$51.8M | 0.03% | 407 |
|
2024
Q2 | $107M | Buy |
2,204,025
+46,949
| +2% | +$2.28M | 0.02% | 612 |
|
2024
Q1 | $103M | Buy |
2,157,076
+432,014
| +25% | +$20.7M | 0.02% | 599 |
|
2023
Q4 | $71.2M | Buy |
1,725,062
+26,488
| +2% | +$1.09M | 0.02% | 741 |
|
2023
Q3 | $71.8M | Sell |
1,698,574
-854,645
| -33% | -$36.2M | 0.02% | 664 |
|
2023
Q2 | $140M | Sell |
2,553,219
-5,829
| -0.2% | -$320K | 0.04% | 396 |
|
2023
Q1 | $113M | Buy |
2,559,048
+568
| +0% | +$25.1K | 0.03% | 453 |
|
2022
Q4 | $96.5M | Buy |
2,558,480
+68,586
| +3% | +$2.59M | 0.03% | 490 |
|
2022
Q3 | $81M | Buy |
2,489,894
+41,315
| +2% | +$1.34M | 0.03% | 516 |
|
2022
Q2 | $86.7M | Buy |
2,448,579
+47,454
| +2% | +$1.68M | 0.03% | 508 |
|
2022
Q1 | $111M | Buy |
2,401,125
+65,344
| +3% | +$3.03M | 0.03% | 477 |
|
2021
Q4 | $102M | Buy |
2,335,781
+66,506
| +3% | +$2.91M | 0.03% | 521 |
|
2021
Q3 | $108M | Buy |
2,269,275
+55,856
| +3% | +$2.66M | 0.04% | 458 |
|
2021
Q2 | $116M | Buy |
2,213,419
+72,624
| +3% | +$3.8M | 0.04% | 435 |
|
2021
Q1 | $123M | Buy |
2,140,795
+203,056
| +10% | +$11.7M | 0.05% | 374 |
|
2020
Q4 | $83.8M | Buy |
1,937,739
+51,242
| +3% | +$2.22M | 0.03% | 493 |
|
2020
Q3 | $65.6M | Buy |
1,886,497
+691,626
| +58% | +$24M | 0.03% | 512 |
|
2020
Q2 | $41.4M | Buy |
1,194,871
+198,780
| +20% | +$6.88M | 0.02% | 701 |
|
2020
Q1 | $31.4M | Sell |
996,091
-33,748
| -3% | -$1.06M | 0.02% | 722 |
|
2019
Q4 | $90.7M | Sell |
1,029,839
-31,932
| -3% | -$2.81M | 0.05% | 357 |
|
2019
Q3 | $93.9M | Sell |
1,061,771
-19,058
| -2% | -$1.68M | 0.06% | 317 |
|
2019
Q2 | $94.6M | Sell |
1,080,829
-143,551
| -12% | -$12.6M | 0.06% | 317 |
|
2019
Q1 | $97.7M | Buy |
1,224,380
+135,379
| +12% | +$10.8M | 0.06% | 291 |
|
2018
Q4 | $91.2M | Buy |
1,089,001
+154,162
| +16% | +$12.9M | 0.07% | 257 |
|
2018
Q3 | $83.3M | Buy |
934,839
+44,275
| +5% | +$3.94M | 0.06% | 320 |
|
2018
Q2 | $62.1M | Buy |
890,564
+10,030
| +1% | +$699K | 0.05% | 405 |
|
2018
Q1 | $61.2M | Buy |
880,534
+5,147
| +0.6% | +$358K | 0.05% | 380 |
|
2017
Q4 | $59M | Sell |
875,387
-16,489
| -2% | -$1.11M | 0.05% | 380 |
|
2017
Q3 | $54.3M | Buy |
891,876
+1,196
| +0.1% | +$72.8K | 0.05% | 373 |
|
2017
Q2 | $67M | Sell |
890,680
-73,003
| -8% | -$5.49M | 0.06% | 294 |
|
2017
Q1 | $68.1M | Buy |
963,683
+28,787
| +3% | +$2.03M | 0.07% | 282 |
|
2016
Q4 | $68.1M | Buy |
934,896
+27,883
| +3% | +$2.03M | 0.07% | 260 |
|
2016
Q3 | $47.6M | Sell |
907,013
-93,461
| -9% | -$4.9M | 0.06% | 335 |
|
2016
Q2 | $41.1M | Buy |
1,000,474
+3,815
| +0.4% | +$157K | 0.05% | 363 |
|
2016
Q1 | $59.7M | Sell |
996,659
-31,199
| -3% | -$1.87M | 0.08% | 257 |
|
2015
Q4 | $58.9M | Sell |
1,027,858
-161,672
| -14% | -$9.26M | 0.08% | 249 |
|
2015
Q3 | $63.1M | Buy |
1,189,530
+421,802
| +55% | +$22.4M | 0.09% | 208 |
|
2015
Q2 | $40.7M | Buy |
767,728
+200,446
| +35% | +$10.6M | 0.06% | 334 |
|
2015
Q1 | $38.2M | Buy |
567,282
+123,374
| +28% | +$8.3M | 0.05% | 340 |
|
2014
Q4 | $29.7M | Buy |
443,908
+27,993
| +7% | +$1.87M | 0.04% | 395 |
|
2014
Q3 | $19.5M | Buy |
415,915
+12,471
| +3% | +$584K | 0.03% | 501 |
|
2014
Q2 | $16.6M | Buy |
403,444
+16,924
| +4% | +$695K | 0.03% | 541 |
|
2014
Q1 | $17.3M | Buy |
386,520
+11,913
| +3% | +$532K | 0.03% | 512 |
|
2013
Q4 | $14.2M | Sell |
374,607
-1,816
| -0.5% | -$68.7K | 0.03% | 540 |
|
2013
Q3 | $11.8M | Sell |
376,423
-72,511
| -16% | -$2.28M | 0.02% | 561 |
|
2013
Q2 | $14.6M | Buy |
+448,934
| New | +$14.6M | 0.03% | 463 |
|