GeoWealth 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
$148K Buy
1,864
+122
+7% +$9.72K 0.01% 725
2025
Q1
$120K Sell
1,742
-376
-18% -$26K ﹤0.01% 758
2024
Q4
$206K Buy
2,118
+494
+30% +$48K 0.01% 758
2024
Q3
$92.7K Buy
+1,624
New +$92.7K ﹤0.01% 910