FDx 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
Q1 | – | Sell |
-2,698
| Closed | -$262K | – | 187 |
|
|
2024
Q4 | $262K | Buy |
+2,698
| New | +$262K | 0.08% | 153 |
|
|
2018
Q2 | – | Sell |
-3,887
| Closed | -$270K | – | 1093 |
|
|
2018
Q1 | $270K | Sell |
3,887
-456
| -10% | -$31.7K | 0.01% | 1020 |
|
|
2017
Q4 | $293K | Buy |
4,343
+130
| +3% | +$8.77K | 0.01% | 1049 |
|
|
2017
Q3 | $256K | Sell |
4,213
-5,697
| -57% | -$346K | 0.01% | 1100 |
|
|
2017
Q2 | $746K | Buy |
9,910
+1,810
| +22% | +$136K | 0.02% | 617 |
|
|
2017
Q1 | $572K | Sell |
8,100
-1,502
| -16% | -$106K | 0.02% | 737 |
|
|
2016
Q4 | $700K | Buy |
9,602
+3,712
| +63% | +$271K | 0.02% | 640 |
|
|
2016
Q3 | $309K | Buy |
+5,890
| New | +$309K | 0.01% | 770 |
|
|
2016
Q2 | – | Sell |
-11,114
| Closed | -$665K | – | 941 |
|
|
2016
Q1 | $665K | Buy |
11,114
+499
| +5% | +$29.9K | 0.03% | 497 |
|
|
2015
Q4 | $608K | Buy |
10,615
+720
| +7% | +$41.2K | 0.03% | 499 |
|
|
2015
Q3 | $525K | Sell |
9,895
-2,531
| -20% | -$134K | 0.05% | 428 |
|
|
2015
Q2 | $659K | Buy |
12,426
+5,026
| +68% | +$267K | 0.03% | 483 |
|
|
2015
Q1 | $498K | Sell |
7,400
-2,682
| -27% | -$180K | 0.01% | 948 |
|
|
2014
Q4 | $674K | Sell |
10,082
-589
| -6% | -$39.4K | 0.04% | 438 |
|
|
2014
Q3 | $499K | Buy |
10,671
+2,156
| +25% | +$101K | 0.03% | 591 |
|
|
2014
Q2 | $350K | Sell |
8,515
-957
| -10% | -$39.3K | 0.02% | 723 |
|
|
2014
Q1 | $423K | Buy |
+9,472
| New | +$423K | 0.04% | 486 |
|