Clearstead Advisors’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 | $188K | Buy |
2,367
+215
| +10% | +$17.1K | ﹤0.01% | 908 |
|
|
2025
Q1 | $149K | Buy |
2,152
+8
| +0.4% | +$552 | ﹤0.01% | 892 |
|
|
2024
Q4 | $208K | Buy |
2,144
+46
| +2% | +$4.47K | ﹤0.01% | 840 |
|
|
2024
Q3 | $120K | Hold |
2,098
| – | – | ﹤0.01% | 981 |
|
|
2024
Q2 | $102K | Buy |
2,098
+181
| +9% | +$8.81K | ﹤0.01% | 993 |
|
|
2024
Q1 | $104K | Sell |
1,917
-20
| -1% | -$1.09K | 0.01% | 602 |
|
|
2023
Q4 | $79.9K | Sell |
1,937
-2,043
| -51% | -$84.3K | ﹤0.01% | 630 |
|
|
2023
Q3 | $168K | Buy |
3,980
+1,990
| +100% | +$84.2K | ﹤0.01% | 606 |
|
|
2023
Q2 | $109K | Buy |
1,990
+65
| +3% | +$3.57K | 0.01% | 555 |
|
|
2023
Q1 | $85.2K | Sell |
1,925
-507
| -21% | -$22.4K | 0.01% | 539 |
|
|
2022
Q4 | $91.7K | Buy |
2,432
+1,001
| +70% | +$37.7K | 0.01% | 517 |
|
|
2022
Q3 | $47K | Hold |
1,431
| – | – | ﹤0.01% | 617 |
|
|
2022
Q2 | $51K | Sell |
1,431
-1,009
| -41% | -$36K | ﹤0.01% | 617 |
|
|
2022
Q1 | $113K | Buy |
2,440
+1,009
| +71% | +$46.7K | 0.01% | 525 |
|
|
2021
Q4 | $63K | Sell |
1,431
-545
| -28% | -$24K | ﹤0.01% | 613 |
|
|
2021
Q3 | $94K | Sell |
1,976
-630
| -24% | -$30K | 0.01% | 490 |
|
|
2021
Q2 | $136K | Hold |
2,606
| – | – | 0.01% | 404 |
|
|
2021
Q1 | $150K | Hold |
2,606
| – | – | 0.01% | 367 |
|
|
2020
Q4 | $113K | Hold |
2,606
| – | – | 0.01% | 394 |
|
|
2020
Q3 | $91K | Buy |
2,606
+1,181
| +83% | +$41.2K | 0.01% | 386 |
|
|
2020
Q2 | $49K | Buy |
1,425
+300
| +27% | +$10.3K | 0.01% | 432 |
|
|
2020
Q1 | $35K | Buy |
+1,125
| New | +$35K | 0.01% | 449 |
|