CIBC Private Wealth Group’s United Airlines UAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Sell |
3,539
-5,623
| -61% | -$448K | ﹤0.01% | 999 |
|
|
2025
Q1 | $514K | Buy |
9,162
+845
| +10% | +$47.4K | ﹤0.01% | 800 |
|
|
2024
Q4 | $863K | Buy |
8,317
+963
| +13% | +$99.9K | ﹤0.01% | 728 |
|
|
2024
Q3 | $420K | Sell |
7,354
-788
| -10% | -$45K | ﹤0.01% | 923 |
|
|
2024
Q2 | $381K | Buy |
8,142
+763
| +10% | +$35.7K | ﹤0.01% | 897 |
|
|
2024
Q1 | $349K | Sell |
7,379
-114
| -2% | -$5.4K | ﹤0.01% | 923 |
|
|
2023
Q4 | $309K | Buy |
7,493
+135
| +2% | +$5.57K | ﹤0.01% | 917 |
|
|
2023
Q3 | $311K | Buy |
+7,358
| New | +$311K | ﹤0.01% | 876 |
|
|
2019
Q2 | – | Sell |
-20,861
| Closed | -$1.66M | – | 958 |
|
|
2019
Q1 | $1.66M | Hold |
20,861
| – | – | 0.01% | 497 |
|
|
2018
Q4 | $1.75M | Sell |
20,861
-7,059
| -25% | -$591K | 0.01% | 471 |
|
|
2018
Q3 | $2.49M | Sell |
27,920
-4,821
| -15% | -$429K | 0.01% | 458 |
|
|
2018
Q2 | $2.28M | Buy |
32,741
+19,950
| +156% | +$1.39M | 0.01% | 468 |
|
|
2018
Q1 | $889K | Buy |
12,791
+1,486
| +13% | +$103K | ﹤0.01% | 663 |
|
|
2017
Q4 | $762K | Buy |
11,305
+41
| +0.4% | +$2.76K | ﹤0.01% | 700 |
|
|
2017
Q3 | $685K | Buy |
+11,264
| New | +$685K | ﹤0.01% | 717 |
|
|
2015
Q1 | – | Sell |
-10,098
| Closed | -$676K | – | 637 |
|
|
2014
Q4 | $676K | Hold |
10,098
| – | – | 0.01% | 511 |
|
|
2014
Q3 | $472K | Hold |
10,098
| – | – | ﹤0.01% | 542 |
|
|
2014
Q2 | $415K | Hold |
10,098
| – | – | ﹤0.01% | 538 |
|
|
2014
Q1 | $477K | Buy |
+10,098
| New | +$477K | ﹤0.01% | 512 |
|