Forum Financial 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 | $521K | Buy |
6,538
+404
| +7% | +$32.2K | 0.01% | 390 |
|
2025
Q1 | $424K | Buy |
6,134
+411
| +7% | +$28.4K | 0.01% | 433 |
|
2024
Q4 | $556K | Buy |
5,723
+148
| +3% | +$14.4K | 0.01% | 340 |
|
2024
Q3 | $318K | Buy |
5,575
+306
| +6% | +$17.5K | 0.01% | 487 |
|
2024
Q2 | $256K | Buy |
5,269
+638
| +14% | +$31K | ﹤0.01% | 544 |
|
2024
Q1 | $222K | Buy |
+4,631
| New | +$222K | ﹤0.01% | 652 |
|