Envestnet Asset Management’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
$16.3M Sell
205,323
-6,887
-3% -$548K ﹤0.01% 1383
2025
Q1
$14.7M Sell
212,210
-11,099
-5% -$766K ﹤0.01% 1404
2024
Q4
$21.7M Buy
223,309
+104,989
+89% +$10.2M 0.01% 1144
2024
Q3
$6.75M Buy
118,320
+4,520
+4% +$258K ﹤0.01% 1907
2024
Q2
$5.54M Sell
113,800
-10,829
-9% -$527K ﹤0.01% 1956
2024
Q1
$5.97M Buy
124,629
+22,553
+22% +$1.08M ﹤0.01% 1857
2023
Q4
$4.21M Sell
102,076
-241,999
-70% -$9.98M ﹤0.01% 2008
2023
Q3
$14.6M Sell
344,075
-94,008
-21% -$3.98M 0.01% 1151
2023
Q2
$24M Sell
438,083
-2,034,915
-82% -$112M 0.01% 841
2023
Q1
$16.2M Buy
2,472,998
+2,258,757
+1,054% +$14.8M 0.01% 996
2022
Q4
$8.08M Buy
214,241
+158,334
+283% +$5.97M ﹤0.01% 1323
2022
Q3
$1.82M Sell
55,907
-445
-0.8% -$14.5K ﹤0.01% 2142
2022
Q2
$2M Buy
56,352
+15,948
+39% +$565K ﹤0.01% 2107
2022
Q1
$1.87M Buy
40,404
+22,256
+123% +$1.03M ﹤0.01% 2232
2021
Q4
$795K Buy
18,148
+2,969
+20% +$130K ﹤0.01% 2781
2021
Q3
$722K Sell
15,179
-4,014
-21% -$191K ﹤0.01% 2749
2021
Q2
$1M Buy
19,193
+1,186
+7% +$62K ﹤0.01% 2518
2021
Q1
$1.04M Buy
18,007
+2,480
+16% +$143K ﹤0.01% 2382
2020
Q4
$672K Buy
15,527
+1,077
+7% +$46.6K ﹤0.01% 2498
2020
Q3
$502K Buy
14,450
+1,272
+10% +$44.2K ﹤0.01% 2457
2020
Q2
$456K Buy
13,178
+3,817
+41% +$132K ﹤0.01% 2473
2020
Q1
$295K Sell
9,361
-17,034
-65% -$537K ﹤0.01% 2558
2019
Q4
$2.33M Sell
26,395
-7,563
-22% -$666K ﹤0.01% 1518
2019
Q3
$3M Sell
33,958
-1,697
-5% -$150K ﹤0.01% 1322
2019
Q2
$3.12M Buy
35,655
+3,912
+12% +$343K ﹤0.01% 1304
2019
Q1
$2.53M Buy
31,743
+1,566
+5% +$125K ﹤0.01% 1354
2018
Q4
$2.53M Buy
30,177
+27,880
+1,214% +$2.33M ﹤0.01% 1213
2018
Q3
$205K Sell
2,297
-11,513
-83% -$1.03M ﹤0.01% 1174
2018
Q2
$964K Sell
13,810
-555
-4% -$38.7K ﹤0.01% 1070
2018
Q1
$992K Sell
14,365
-49,639
-78% -$3.43M ﹤0.01% 951
2017
Q4
$4.31M Buy
64,004
+1,947
+3% +$131K 0.01% 646
2017
Q3
$3.78M Buy
62,057
+28,891
+87% +$1.76M 0.01% 664
2017
Q2
$2.49M Sell
33,166
-14,310
-30% -$1.08M 0.01% 827
2017
Q1
$3.35M Sell
47,476
-18,780
-28% -$1.32M 0.01% 723
2016
Q4
$4.83M Buy
66,256
+15,092
+29% +$1.1M 0.02% 562
2016
Q3
$2.69M Buy
51,164
+16,848
+49% +$884K 0.01% 817
2016
Q2
$1.41M Buy
34,316
+1,289
+4% +$52.9K 0.01% 1170
2016
Q1
$1.98M Buy
33,027
+2,764
+9% +$165K 0.01% 994
2015
Q4
$1.73M Buy
30,263
+695
+2% +$39.8K 0.01% 1025
2015
Q3
$1.57M Buy
29,568
+2,545
+9% +$135K 0.01% 1057
2015
Q2
$1.43M Buy
27,023
+7,489
+38% +$397K 0.01% 1233
2015
Q1
$1.31M Buy
19,534
+17,889
+1,087% +$1.2M 0.01% 1175
2014
Q4
$110K Buy
1,645
+1,442
+710% +$96.4K ﹤0.01% 1153
2014
Q3
$9K Buy
203
+36
+22% +$1.6K ﹤0.01% 2163
2014
Q2
$7K Sell
167
-5
-3% -$210 ﹤0.01% 2183
2014
Q1
$8K Sell
172
-245
-59% -$11.4K ﹤0.01% 1976
2013
Q4
$16K Hold
417
﹤0.01% 1582
2013
Q3
$13K Sell
417
-223
-35% -$6.95K ﹤0.01% 1619
2013
Q2
$20K Buy
+640
New +$20K ﹤0.01% 1432