EverSource Wealth Advisors’s United Airlines UAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Buy |
4,279
+1,495
| +54% | +$119K | 0.02% | 609 |
|
|
2025
Q1 | $192K | Sell |
2,784
-918
| -25% | -$63.4K | 0.01% | 675 |
|
|
2024
Q4 | $359K | Buy |
3,702
+135
| +4% | +$13.1K | 0.02% | 455 |
|
|
2024
Q3 | $204K | Sell |
3,567
-769
| -18% | -$43.9K | 0.01% | 549 |
|
|
2024
Q2 | $197K | Buy |
4,336
+89
| +2% | +$4.04K | 0.01% | 564 |
|
|
2024
Q1 | $219K | Sell |
4,247
-151
| -3% | -$7.77K | 0.02% | 460 |
|
|
2023
Q4 | $181K | Buy |
4,398
+662
| +18% | +$27.3K | 0.02% | 459 |
|
|
2023
Q3 | $158K | Buy |
3,736
+372
| +11% | +$15.7K | 0.02% | 452 |
|
|
2023
Q2 | $185K | Sell |
3,364
-120
| -3% | -$6.58K | 0.02% | 413 |
|
|
2023
Q1 | $154K | Buy |
3,484
+835
| +32% | +$36.9K | 0.02% | 431 |
|
|
2022
Q4 | $99.9K | Sell |
2,649
-595
| -18% | -$22.4K | 0.02% | 508 |
|
|
2022
Q3 | $106K | Sell |
3,244
-166
| -5% | -$5.42K | 0.02% | 417 |
|
|
2022
Q2 | $121K | Buy |
3,410
+1,136
| +50% | +$40.3K | 0.03% | 333 |
|
|
2022
Q1 | $105K | Buy |
2,274
+1,488
| +189% | +$68.7K | 0.03% | 327 |
|
|
2021
Q4 | $34K | Buy |
+786
| New | +$34K | 0.01% | 502 |
|