Cresset Asset Management’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 | $749K | Buy |
9,410
+3,987
| +74% | +$318K | ﹤0.01% | 880 |
|
|
2025
Q1 | $374K | Sell |
5,423
-707
| -12% | -$48.8K | ﹤0.01% | 1197 |
|
|
2024
Q4 | $595K | Sell |
6,130
-24,052
| -80% | -$2.34M | ﹤0.01% | 987 |
|
|
2024
Q3 | $1.72M | Buy |
30,182
+8,781
| +41% | +$501K | 0.01% | 862 |
|
|
2024
Q2 | $1.04M | Buy |
21,401
+1,240
| +6% | +$60.3K | ﹤0.01% | 1013 |
|
|
2024
Q1 | $965K | Buy |
20,161
+2,557
| +15% | +$122K | ﹤0.01% | 987 |
|
|
2023
Q4 | $726K | Buy |
17,604
+862
| +5% | +$35.6K | ﹤0.01% | 1011 |
|
|
2023
Q3 | $708K | Buy |
16,742
+582
| +4% | +$24.6K | ﹤0.01% | 973 |
|
|
2023
Q2 | $887K | Buy |
+16,160
| New | +$887K | ﹤0.01% | 865 |
|
|
2022
Q2 | – | Sell |
-8,827
| Closed | -$409K | – | 1090 |
|
|
2022
Q1 | $409K | Sell |
8,827
-81
| -0.9% | -$3.75K | ﹤0.01% | 669 |
|
|
2021
Q4 | $390K | Buy |
8,908
+2,962
| +50% | +$130K | ﹤0.01% | 783 |
|
|
2021
Q3 | $283K | Buy |
5,946
+663
| +13% | +$31.6K | ﹤0.01% | 871 |
|
|
2021
Q2 | $277K | Buy |
5,283
+134
| +3% | +$7.03K | ﹤0.01% | 813 |
|
|
2021
Q1 | $296K | Buy |
+5,149
| New | +$296K | ﹤0.01% | 683 |
|
|
2019
Q2 | – | Sell |
-814
| Closed | -$65K | – | 1631 |
|
|
2019
Q1 | $65K | Buy |
814
+246
| +43% | +$19.6K | ﹤0.01% | 698 |
|
|
2018
Q4 | $48K | Buy |
+568
| New | +$48K | ﹤0.01% | 489 |
|