Envestnet Portfolio Solutions’s United Airlines UAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.96M | Buy |
87,343
+20,892
| +31% | +$1.66M | 0.03% | 284 |
|
|
2025
Q1 | $4.59M | Buy |
66,451
+58,166
| +702% | +$4.02M | 0.02% | 383 |
|
|
2024
Q4 | $804K | Buy |
+8,285
| New | +$804K | ﹤0.01% | 1027 |
|
|
2023
Q4 | – | Sell |
-16,141
| Closed | -$683K | – | 1603 |
|
|
2023
Q3 | $683K | Buy |
+16,141
| New | +$683K | ﹤0.01% | 860 |
|