Crestmont 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
$211K Buy
+2,645
New +$211K 0.08% 77
2025
Q1
Sell
-2,636
Closed -$256K 87
2024
Q4
$256K Sell
2,636
-1,006
-28% -$97.7K 0.12% 55
2024
Q3
$208K Buy
+3,642
New +$208K 0.09% 106