Geneos Wealth 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 | $213K | Sell |
2,673
-5,369
| -67% | -$428K | 0.01% | 969 |
|
|
2025
Q1 | $555K | Buy |
8,042
+4,209
| +110% | +$291K | 0.01% | 854 |
|
|
2024
Q4 | $372K | Buy |
3,833
+192
| +5% | +$18.6K | 0.01% | 654 |
|
|
2024
Q3 | $208K | Sell |
3,641
-111
| -3% | -$6.33K | 0.01% | 765 |
|
|
2024
Q2 | $183K | Buy |
3,752
+400
| +12% | +$19.5K | 0.01% | 728 |
|
|
2024
Q1 | $160K | Sell |
3,352
-505
| -13% | -$24.2K | 0.01% | 751 |
|
|
2023
Q4 | $159K | Sell |
3,857
-616
| -14% | -$25.4K | 0.01% | 723 |
|
|
2023
Q3 | $189K | Hold |
4,473
| – | – | 0.01% | 694 |
|
|
2023
Q2 | $245K | Buy |
4,473
+816
| +22% | +$44.8K | 0.01% | 633 |
|
|
2023
Q1 | $162K | Sell |
3,657
-816
| -18% | -$36.1K | 0.01% | 708 |
|
|
2022
Q4 | $169K | Hold |
4,473
| – | – | 0.01% | 681 |
|
|
2022
Q3 | $145K | Sell |
4,473
-872
| -16% | -$28.3K | 0.01% | 693 |
|
|
2022
Q2 | $194K | Sell |
5,345
-455
| -8% | -$16.5K | 0.01% | 756 |
|
|
2022
Q1 | $268K | Buy |
5,800
+129
| +2% | +$5.96K | 0.01% | 702 |
|
|
2021
Q4 | $248K | Buy |
5,671
+2,055
| +57% | +$89.9K | 0.01% | 782 |
|
|
2021
Q3 | $185K | Hold |
3,616
| – | – | 0.01% | 890 |
|
|
2021
Q2 | $190K | Sell |
3,616
-386
| -10% | -$20.3K | 0.01% | 869 |
|
|
2021
Q1 | $217K | Sell |
4,002
-295
| -7% | -$16K | 0.01% | 932 |
|
|
2020
Q4 | $225K | Sell |
4,297
-669
| -13% | -$35K | 0.01% | 790 |
|
|
2020
Q3 | $169K | Sell |
4,966
-625
| -11% | -$21.3K | 0.01% | 738 |
|
|
2020
Q2 | $183K | Buy |
5,591
+1,165
| +26% | +$38.1K | 0.01% | 696 |
|
|
2020
Q1 | $145K | Buy |
4,426
+4,180
| +1,699% | +$137K | 0.01% | 719 |
|
|
2019
Q4 | $21K | Hold |
246
| – | – | ﹤0.01% | 1672 |
|
|
2019
Q3 | $21K | Hold |
246
| – | – | ﹤0.01% | 1588 |
|
|
2019
Q2 | $21K | Hold |
246
| – | – | ﹤0.01% | 1614 |
|
|
2019
Q1 | $19K | Hold |
246
| – | – | ﹤0.01% | 1608 |
|
|
2018
Q4 | $20K | Sell |
246
-35
| -12% | -$2.85K | ﹤0.01% | 1508 |
|
|
2018
Q3 | $25K | Buy |
281
+38
| +16% | +$3.38K | ﹤0.01% | 1485 |
|
|
2018
Q2 | $16K | Hold |
243
| – | – | ﹤0.01% | 1550 |
|
|
2018
Q1 | $16K | Buy |
243
+18
| +8% | +$1.19K | ﹤0.01% | 1491 |
|
|
2017
Q4 | $15K | Hold |
225
| – | – | ﹤0.01% | 1496 |
|
|
2017
Q3 | $13K | Sell |
225
-120
| -35% | -$6.93K | ﹤0.01% | 1494 |
|
|
2017
Q2 | $25K | Buy |
345
+172
| +99% | +$12.5K | ﹤0.01% | 1196 |
|
|
2017
Q1 | $12K | Sell |
173
-100
| -37% | -$6.94K | ﹤0.01% | 1433 |
|
|
2016
Q4 | $19K | Hold |
273
| – | – | ﹤0.01% | 1210 |
|
|
2016
Q3 | $14K | Buy |
273
+42
| +18% | +$2.15K | ﹤0.01% | 1264 |
|
|
2016
Q2 | $9K | Buy |
231
+200
| +645% | +$7.79K | ﹤0.01% | 1375 |
|
|
2016
Q1 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 1755 |
|