Frank Rimerman 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 | $370K | Sell |
4,652
-411
| -8% | -$32.7K | 0.02% | 406 |
|
|
2025
Q1 | $350K | Sell |
5,063
-1,050
| -17% | -$72.5K | 0.03% | 383 |
|
|
2024
Q4 | $594K | Buy |
6,113
+413
| +7% | +$40.1K | 0.04% | 269 |
|
|
2024
Q3 | $325K | Sell |
5,700
-181
| -3% | -$10.3K | 0.02% | 405 |
|
|
2024
Q2 | $286K | Buy |
5,881
+3,512
| +148% | +$171K | 0.02% | 454 |
|
|
2024
Q1 | $113K | Buy |
+2,369
| New | +$113K | 0.02% | 109 |
|