Creative Planning’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 | $8.6M | Buy |
107,999
+26,497
| +33% | +$2.11M | 0.01% | 560 |
|
|
2025
Q1 | $5.63M | Sell |
81,502
-8,973
| -10% | -$620K | 0.01% | 666 |
|
|
2024
Q4 | $8.79M | Sell |
90,475
-42,332
| -32% | -$4.11M | 0.01% | 491 |
|
|
2024
Q3 | $7.58M | Buy |
132,807
+18,767
| +16% | +$1.07M | 0.01% | 523 |
|
|
2024
Q2 | $5.55M | Sell |
114,040
-17,170
| -13% | -$835K | 0.01% | 572 |
|
|
2024
Q1 | $6.28M | Buy |
131,210
+3,873
| +3% | +$185K | 0.01% | 538 |
|
|
2023
Q4 | $5.25M | Buy |
127,337
+16,961
| +15% | +$700K | 0.01% | 553 |
|
|
2023
Q3 | $4.67M | Sell |
110,376
-41,404
| -27% | -$1.75M | 0.01% | 556 |
|
|
2023
Q2 | $8.33M | Buy |
151,780
+22,010
| +17% | +$1.21M | 0.01% | 390 |
|
|
2023
Q1 | $5.74M | Buy |
129,770
+12,020
| +10% | +$532K | 0.01% | 470 |
|
|
2022
Q4 | $4.44M | Buy |
117,750
+3,982
| +4% | +$150K | 0.01% | 517 |
|
|
2022
Q3 | $3.7M | Sell |
113,768
-468
| -0.4% | -$15.2K | 0.01% | 511 |
|
|
2022
Q2 | $4.05M | Buy |
114,236
+9,904
| +9% | +$351K | 0.01% | 510 |
|
|
2022
Q1 | $4.84M | Buy |
104,332
+23,342
| +29% | +$1.08M | 0.01% | 459 |
|
|
2021
Q4 | $3.55M | Sell |
80,990
-98,238
| -55% | -$4.3M | 0.01% | 515 |
|
|
2021
Q3 | $8.53M | Buy |
179,228
+41,604
| +30% | +$1.98M | 0.02% | 292 |
|
|
2021
Q2 | $7.2M | Buy |
137,624
+3,977
| +3% | +$208K | 0.01% | 325 |
|
|
2021
Q1 | $7.69M | Buy |
133,647
+59,843
| +81% | +$3.44M | 0.02% | 312 |
|
|
2020
Q4 | $3.19M | Sell |
73,804
-13,404
| -15% | -$580K | 0.01% | 486 |
|
|
2020
Q3 | $3.03M | Buy |
87,208
+10,441
| +14% | +$363K | 0.01% | 426 |
|
|
2020
Q2 | $2.66M | Buy |
76,767
+23,134
| +43% | +$801K | 0.01% | 404 |
|
|
2020
Q1 | $1.69M | Buy |
53,633
+48,629
| +972% | +$1.53M | 0.01% | 473 |
|
|
2019
Q4 | $441K | Sell |
5,004
-25,238
| -83% | -$2.22M | ﹤0.01% | 1169 |
|
|
2019
Q3 | $2.67M | Buy |
30,242
+14,542
| +93% | +$1.29M | 0.01% | 413 |
|
|
2019
Q2 | $1.38M | Buy |
15,700
+2,245
| +17% | +$197K | ﹤0.01% | 626 |
|
|
2019
Q1 | $1.07M | Sell |
13,455
-2,548
| -16% | -$203K | ﹤0.01% | 707 |
|
|
2018
Q4 | $1.34M | Sell |
16,003
-10,143
| -39% | -$849K | 0.01% | 547 |
|
|
2018
Q3 | $2.33M | Buy |
26,146
+7,451
| +40% | +$664K | 0.01% | 436 |
|
|
2018
Q2 | $1.3M | Buy |
18,695
+9,598
| +106% | +$669K | 0.01% | 603 |
|
|
2018
Q1 | $632K | Sell |
9,097
-146
| -2% | -$10.1K | ﹤0.01% | 953 |
|
|
2017
Q4 | $623K | Sell |
9,243
-28,467
| -75% | -$1.92M | ﹤0.01% | 939 |
|
|
2017
Q3 | $2.3M | Buy |
37,710
+31,531
| +510% | +$1.92M | 0.01% | 422 |
|
|
2017
Q2 | $465K | Sell |
6,179
-21,632
| -78% | -$1.63M | ﹤0.01% | 1040 |
|
|
2017
Q1 | $1.97M | Buy |
27,811
+18,984
| +215% | +$1.34M | 0.01% | 432 |
|
|
2016
Q4 | $643K | Sell |
8,827
-22,087
| -71% | -$1.61M | ﹤0.01% | 802 |
|
|
2016
Q3 | $1.62M | Sell |
30,914
-71,230
| -70% | -$3.74M | 0.01% | 435 |
|
|
2016
Q2 | $4.19M | Buy |
102,144
+40,143
| +65% | +$1.65M | 0.03% | 192 |
|
|
2016
Q1 | $3.71M | Sell |
62,001
-301,862
| -83% | -$18.1M | 0.03% | 193 |
|
|
2015
Q4 | $20.8M | Sell |
363,863
-48,673
| -12% | -$2.79M | 0.17% | 65 |
|
|
2015
Q3 | $21.9M | Buy |
412,536
+35,462
| +9% | +$1.88M | 0.19% | 59 |
|
|
2015
Q2 | $20M | Sell |
377,074
-138,602
| -27% | -$7.35M | 0.18% | 58 |
|
|
2015
Q1 | $34.7M | Sell |
515,676
-32,872
| -6% | -$2.21M | 0.33% | 39 |
|
|
2014
Q4 | $36.7M | Buy |
548,548
+34,077
| +7% | +$2.28M | 0.38% | 38 |
|
|
2014
Q3 | $24.1M | Buy |
514,471
+320,767
| +166% | +$15M | 0.28% | 45 |
|
|
2014
Q2 | $7.96M | Buy |
+193,704
| New | +$7.96M | 0.1% | 96 |
|
|
2014
Q1 | – | Sell |
-4,373
| Closed | -$165K | – | 3641 |
|
|
2013
Q4 | $165K | Buy |
4,373
+11
| +0.3% | +$415 | ﹤0.01% | 948 |
|
|
2013
Q3 | $134K | Buy |
+4,362
| New | +$134K | ﹤0.01% | 947 |
|