Doliver 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 | $237K | Buy |
+2,978
| New | +$237K | 0.07% | 152 |
|
2025
Q1 | – | Sell |
-2,839
| Closed | -$276K | – | 168 |
|
2024
Q4 | $276K | Buy |
+2,839
| New | +$276K | 0.08% | 135 |
|
2023
Q3 | – | Sell |
-4,102
| Closed | -$225K | – | 162 |
|
2023
Q2 | $225K | Buy |
+4,102
| New | +$225K | 0.07% | 150 |
|