Corient Private Wealth’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 | $14.5M | Buy |
182,457
+102,877
| +129% | +$8.19M | 0.02% | 486 |
|
|
2025
Q1 | $5.5M | Buy |
79,580
+9,604
| +14% | +$663K | 0.01% | 661 |
|
|
2024
Q4 | $6.79M | Sell |
69,976
-2,210
| -3% | -$214K | 0.01% | 614 |
|
|
2024
Q3 | $4.12M | Buy |
72,186
+17,651
| +32% | +$1.01M | 0.01% | 789 |
|
|
2024
Q2 | $2.65M | Buy |
54,535
+3,189
| +6% | +$155K | ﹤0.01% | 909 |
|
|
2024
Q1 | $2.46M | Buy |
51,346
+3,889
| +8% | +$186K | ﹤0.01% | 935 |
|
|
2023
Q4 | $1.96M | Sell |
47,457
-14,027
| -23% | -$579K | ﹤0.01% | 1008 |
|
|
2023
Q3 | $2.6M | Buy |
61,484
+3,323
| +6% | +$141K | 0.01% | 820 |
|
|
2023
Q2 | $3.19M | Buy |
58,161
+42,132
| +263% | +$2.31M | 0.01% | 757 |
|
|
2023
Q1 | $710K | Buy |
16,029
+1,966
| +14% | +$87K | ﹤0.01% | 1220 |
|
|
2022
Q4 | $530K | Buy |
+14,063
| New | +$530K | ﹤0.01% | 1119 |
|