Edgestream Partners’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 | $825K | Sell |
10,360
-54,062
| -84% | -$4.3M | 0.02% | 675 |
|
|
2025
Q1 | $4.45M | Buy |
64,422
+33,862
| +111% | +$2.34M | 0.15% | 257 |
|
|
2024
Q4 | $2.97M | Sell |
30,560
-19,562
| -39% | -$1.9M | 0.13% | 311 |
|
|
2024
Q3 | $2.86M | Buy |
50,122
+37,389
| +294% | +$2.13M | 0.13% | 296 |
|
|
2024
Q2 | $620K | Buy |
12,733
+6,185
| +94% | +$301K | 0.03% | 631 |
|
|
2024
Q1 | $314K | Buy |
+6,548
| New | +$314K | 0.02% | 714 |
|
|
2023
Q4 | – | Sell |
-57,952
| Closed | -$2.45M | – | 1070 |
|
|
2023
Q3 | $2.45M | Buy |
57,952
+48,191
| +494% | +$2.04M | 0.2% | 142 |
|
|
2023
Q2 | $536K | Sell |
9,761
-226
| -2% | -$12.4K | 0.05% | 511 |
|
|
2023
Q1 | $442K | Buy |
9,987
+2,092
| +26% | +$92.6K | 0.05% | 417 |
|
|
2022
Q4 | $298K | Buy |
+7,895
| New | +$298K | 0.03% | 438 |
|
|
2022
Q2 | – | Sell |
-106,450
| Closed | -$4.94M | – | 638 |
|
|
2022
Q1 | $4.94M | Buy |
+106,450
| New | +$4.94M | 0.39% | 68 |
|
|
2021
Q2 | – | Sell |
-87,838
| Closed | -$5.05M | – | 532 |
|
|
2021
Q1 | $5.05M | Sell |
87,838
-232,868
| -73% | -$13.4M | 0.28% | 140 |
|
|
2020
Q4 | $13.9M | Buy |
320,706
+308,619
| +2,553% | +$13.3M | 0.7% | 36 |
|
|
2020
Q3 | $420K | Sell |
12,087
-292,888
| -96% | -$10.2M | 0.03% | 259 |
|
|
2020
Q2 | $10.6M | Buy |
304,975
+139,458
| +84% | +$4.83M | 0.55% | 53 |
|
|
2020
Q1 | $5.22M | Sell |
165,517
-8,638
| -5% | -$273K | 0.48% | 63 |
|
|
2019
Q4 | $15.3M | Buy |
174,155
+107,156
| +160% | +$9.44M | 0.8% | 36 |
|
|
2019
Q3 | $5.92M | Buy |
66,999
+5,083
| +8% | +$449K | 0.57% | 59 |
|
|
2019
Q2 | $5.42M | Sell |
61,916
-25,673
| -29% | -$2.25M | 0.61% | 55 |
|
|
2019
Q1 | $6.99M | Buy |
+87,589
| New | +$6.99M | 1.03% | 31 |
|
|
2018
Q3 | – | Sell |
-107,162
| Closed | -$7.47M | – | 337 |
|
|
2018
Q2 | $7.47M | Sell |
107,162
-30,135
| -22% | -$2.1M | 1.52% | 9 |
|
|
2018
Q1 | $9.54M | Buy |
+137,297
| New | +$9.54M | 1.87% | 4 |
|