CX Institutional’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 | $290K | Buy |
3,638
+293
| +9% | +$23.4K | 0.01% | 516 |
|
|
2025
Q1 | $231K | Buy |
3,345
+140
| +4% | +$9.67K | 0.01% | 550 |
|
|
2024
Q4 | $311K | Buy |
+3,205
| New | +$311K | 0.01% | 430 |
|
|
2022
Q3 | – | Sell |
-311
| Closed | -$11K | – | 1088 |
|
|
2022
Q2 | $11K | Buy |
+311
| New | +$11K | ﹤0.01% | 937 |
|
|
2021
Q4 | – | Sell |
-1,266
| Closed | -$60K | – | 857 |
|
|
2021
Q3 | $60K | Buy |
1,266
+180
| +17% | +$8.53K | ﹤0.01% | 545 |
|
|
2021
Q2 | $57K | Buy |
1,086
+104
| +11% | +$5.46K | ﹤0.01% | 542 |
|
|
2021
Q1 | $57K | Buy |
982
+660
| +205% | +$38.3K | 0.01% | 466 |
|
|
2020
Q4 | $14K | Sell |
322
-334
| -51% | -$14.5K | ﹤0.01% | 685 |
|
|
2020
Q3 | $23K | Buy |
656
+558
| +569% | +$19.6K | ﹤0.01% | 518 |
|
|
2020
Q2 | $3K | Buy |
98
+62
| +172% | +$1.9K | ﹤0.01% | 729 |
|
|
2020
Q1 | $1K | Buy |
36
+20
| +125% | +$556 | ﹤0.01% | 758 |
|
|
2019
Q4 | $1K | Sell |
16
-39
| -71% | -$2.44K | ﹤0.01% | 725 |
|
|
2019
Q3 | $5K | Buy |
55
+5
| +10% | +$455 | ﹤0.01% | 594 |
|
|
2019
Q2 | $4K | Buy |
50
+34
| +213% | +$2.72K | ﹤0.01% | 671 |
|
|
2019
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 770 |
|