Crewe Advisors’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 | – | Sell |
-404
| Closed | -$27.9K | – | 831 |
|
|
2025
Q1 | $27.9K | Hold |
404
| – | – | ﹤0.01% | 314 |
|
|
2024
Q4 | $39.2K | Sell |
404
-107
| -21% | -$10.4K | 0.01% | 299 |
|
|
2024
Q3 | $29.2K | Sell |
511
-147
| -22% | -$8.39K | ﹤0.01% | 361 |
|
|
2024
Q2 | $32K | Hold |
658
| – | – | ﹤0.01% | 457 |
|
|
2024
Q1 | $31.5K | Buy |
+658
| New | +$31.5K | ﹤0.01% | 427 |
|
|
2023
Q4 | – | Sell |
-551
| Closed | -$23.3K | – | 681 |
|
|
2023
Q3 | $23.3K | Hold |
551
| – | – | ﹤0.01% | 190 |
|
|
2023
Q2 | $30.2K | Hold |
551
| – | – | ﹤0.01% | 315 |
|
|
2023
Q1 | $24.4K | Hold |
551
| – | – | ﹤0.01% | 395 |
|
|
2022
Q4 | $20.8K | Sell |
551
-170
| -24% | -$6.41K | ﹤0.01% | 411 |
|
|
2022
Q3 | $23K | Buy |
721
+2
| +0.3% | +$64 | ﹤0.01% | 437 |
|
|
2022
Q2 | $25K | Buy |
719
+117
| +19% | +$4.07K | 0.01% | 386 |
|
|
2022
Q1 | $28K | Hold |
602
| – | – | 0.01% | 275 |
|
|
2021
Q4 | $26K | Hold |
602
| – | – | 0.01% | 240 |
|
|
2021
Q3 | $29K | Buy |
602
+8
| +1% | +$385 | 0.01% | 191 |
|
|
2021
Q2 | $31K | Sell |
594
-82
| -12% | -$4.28K | 0.01% | 189 |
|
|
2021
Q1 | $39K | Sell |
676
-100
| -13% | -$5.77K | 0.01% | 165 |
|
|
2020
Q4 | $34K | Buy |
776
+361
| +87% | +$15.8K | 0.01% | 165 |
|
|
2020
Q3 | $14K | Buy |
415
+315
| +315% | +$10.6K | 0.01% | 216 |
|
|
2020
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 203 |
|