CIA
Concurrent Investment Advisors’s United Airlines UAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Sell |
4,654
-6,300
| -58% | -$502K | 0.01% | 962 |
|
|
2025
Q1 | $756K | Buy |
10,954
+8,144
| +290% | +$562K | 0.02% | 616 |
|
|
2024
Q4 | $273K | Sell |
2,810
-1,397
| -33% | -$136K | 0.01% | 855 |
|
|
2024
Q3 | $240K | Buy |
+4,207
| New | +$240K | 0.01% | 859 |
|