EP Wealth 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 | $294K | Sell |
3,689
-891
| -19% | -$70.9K | ﹤0.01% | 1032 |
|
|
2025
Q1 | $316K | Buy |
4,580
+971
| +27% | +$67K | ﹤0.01% | 892 |
|
|
2024
Q4 | $350K | Buy |
+3,609
| New | +$350K | ﹤0.01% | 812 |
|
|
2023
Q4 | – | Sell |
-4,738
| Closed | -$200K | – | 837 |
|
|
2023
Q3 | $200K | Sell |
4,738
-43,559
| -90% | -$1.84M | ﹤0.01% | 668 |
|
|
2023
Q2 | $219K | Buy |
+48,297
| New | +$219K | ﹤0.01% | 637 |
|
|
2022
Q3 | – | Sell |
-14,984
| Closed | -$531K | – | 626 |
|
|
2022
Q2 | $531K | Buy |
14,984
+9,403
| +168% | +$333K | 0.01% | 360 |
|
|
2022
Q1 | $259K | Buy |
+5,581
| New | +$259K | 0.01% | 517 |
|
|
2021
Q1 | – | Sell |
-7,736
| Closed | -$335K | – | 520 |
|
|
2020
Q4 | $335K | Sell |
7,736
-213
| -3% | -$9.22K | 0.01% | 331 |
|
|
2020
Q3 | $276K | Buy |
+7,949
| New | +$276K | 0.01% | 299 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 325 |
|