Diversify Advisory Services’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
$333K Sell
3,384
-1,262
-27% -$124K 0.01% 652
2025
Q1
$320K Sell
4,646
-93
-2% -$6.41K 0.02% 475
2024
Q4
$508K Buy
4,739
+101
+2% +$10.8K 0.03% 361
2024
Q3
$345K Sell
4,638
-75
-2% -$5.59K 0.02% 464
2024
Q2
$222K Buy
4,713
+65
+1% +$3.07K 0.01% 581
2024
Q1
$220K Buy
+4,648
New +$220K 0.01% 593