DLA
Douglas Lane & Associates’s United Airlines UAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.5M | Sell |
433,640
-5,983
| -1% | -$476K | 0.5% | 80 |
|
|
2025
Q1 | $30.4M | Sell |
439,623
-25,723
| -6% | -$1.78M | 0.45% | 85 |
|
|
2024
Q4 | $45.2M | Sell |
465,346
-38,762
| -8% | -$3.76M | 0.64% | 65 |
|
|
2024
Q3 | $28.8M | Sell |
504,108
-4,588
| -0.9% | -$262K | 0.4% | 92 |
|
|
2024
Q2 | $24.8M | Sell |
508,696
-14,112
| -3% | -$687K | 0.35% | 93 |
|
|
2024
Q1 | $25M | Buy |
522,808
+28,462
| +6% | +$1.36M | 0.35% | 91 |
|
|
2023
Q4 | $20.4M | Buy |
494,346
+22,674
| +5% | +$936K | 0.31% | 94 |
|
|
2023
Q3 | $20M | Sell |
471,672
-4,981
| -1% | -$211K | 0.33% | 91 |
|
|
2023
Q2 | $26.2M | Buy |
476,653
+22,315
| +5% | +$1.22M | 0.42% | 85 |
|
|
2023
Q1 | $20.1M | Sell |
454,338
-4,850
| -1% | -$215K | 0.33% | 93 |
|
|
2022
Q4 | $17.3M | Buy |
459,188
+27,349
| +6% | +$1.03M | 0.29% | 98 |
|
|
2022
Q3 | $14M | Buy |
431,839
+11,749
| +3% | +$382K | 0.26% | 97 |
|
|
2022
Q2 | $14.9M | Buy |
420,090
+7,113
| +2% | +$252K | 0.25% | 98 |
|
|
2022
Q1 | $19.1M | Buy |
412,977
+20,385
| +5% | +$945K | 0.27% | 97 |
|
|
2021
Q4 | $17.2M | Buy |
392,592
+21,477
| +6% | +$940K | 0.23% | 104 |
|
|
2021
Q3 | $17.7M | Sell |
371,115
-4,015
| -1% | -$191K | 0.25% | 99 |
|
|
2021
Q2 | $19.6M | Sell |
375,130
-4,900
| -1% | -$256K | 0.28% | 97 |
|
|
2021
Q1 | $21.9M | Sell |
380,030
-30,568
| -7% | -$1.76M | 0.34% | 87 |
|
|
2020
Q4 | $17.8M | Sell |
410,598
-30,673
| -7% | -$1.33M | 0.3% | 91 |
|
|
2020
Q3 | $15.3M | Sell |
441,271
-57,195
| -11% | -$1.99M | 0.3% | 86 |
|
|
2020
Q2 | $17.3M | Sell |
498,466
-186,939
| -27% | -$6.47M | 0.37% | 82 |
|
|
2020
Q1 | $21.6M | Sell |
685,405
-35,235
| -5% | -$1.11M | 0.57% | 59 |
|
|
2019
Q4 | $63.5M | Sell |
720,640
-42,203
| -6% | -$3.72M | 1.18% | 35 |
|
|
2019
Q3 | $67.4M | Sell |
762,843
-50,947
| -6% | -$4.5M | 1.34% | 29 |
|
|
2019
Q2 | $71.2M | Sell |
813,790
-113,322
| -12% | -$9.92M | 1.39% | 24 |
|
|
2019
Q1 | $74M | Sell |
927,112
-102,444
| -10% | -$8.17M | 1.53% | 20 |
|
|
2018
Q4 | $86.2M | Sell |
1,029,556
-168,410
| -14% | -$14.1M | 2.03% | 8 |
|
|
2018
Q3 | $107M | Sell |
1,197,966
-59,095
| -5% | -$5.26M | 2.1% | 6 |
|
|
2018
Q2 | $87.7M | Sell |
1,257,061
-29,119
| -2% | -$2.03M | 1.86% | 7 |
|
|
2018
Q1 | $89.4M | Sell |
1,286,180
-14,682
| -1% | -$1.02M | 1.94% | 6 |
|
|
2017
Q4 | $87.7M | Buy |
1,300,862
+34,809
| +3% | +$2.35M | 1.85% | 7 |
|
|
2017
Q3 | $77.1M | Sell |
1,266,053
-45,157
| -3% | -$2.75M | 1.77% | 9 |
|
|
2017
Q2 | $98.7M | Sell |
1,311,210
-24,780
| -2% | -$1.86M | 2.33% | 2 |
|
|
2017
Q1 | $94.4M | Sell |
1,335,990
-48,033
| -3% | -$3.39M | 2.35% | 2 |
|
|
2016
Q4 | $101M | Sell |
1,384,023
-47,795
| -3% | -$3.48M | 2.57% | 2 |
|
|
2016
Q3 | $75.1M | Buy |
1,431,818
+3,241
| +0.2% | +$170K | 2% | 5 |
|
|
2016
Q2 | $58.6M | Sell |
1,428,577
-20,301
| -1% | -$833K | 1.68% | 11 |
|
|
2016
Q1 | $86.7M | Buy |
+1,448,878
| New | +$86.7M | 2.37% | 2 |
|