Glassman Wealth Services’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-299
| Closed | -$12.3K | – | 1714 |
|
|
2023
Q4 | $12.3K | Sell |
299
-122
| -29% | -$5.03K | ﹤0.01% | 824 |
|
|
2023
Q3 | $17.8K | Hold |
421
| – | – | ﹤0.01% | 681 |
|
|
2023
Q2 | $23.1K | Buy |
421
+27
| +7% | +$1.48K | ﹤0.01% | 588 |
|
|
2023
Q1 | $17.4K | Buy |
394
+6
| +2% | +$266 | ﹤0.01% | 670 |
|
|
2022
Q4 | $14.6K | Sell |
388
-612
| -61% | -$23.1K | ﹤0.01% | 736 |
|
|
2022
Q3 | $33K | Buy |
1,000
+74
| +8% | +$2.44K | 0.01% | 483 |
|
|
2022
Q2 | $33K | Sell |
926
-75
| -7% | -$2.67K | 0.01% | 489 |
|
|
2022
Q1 | $46K | Sell |
1,001
-34
| -3% | -$1.56K | 0.01% | 423 |
|
|
2021
Q4 | $45K | Buy |
1,035
+173
| +20% | +$7.52K | 0.01% | 398 |
|
|
2021
Q3 | $41K | Sell |
862
-8
| -0.9% | -$381 | 0.01% | 405 |
|
|
2021
Q2 | $45K | Buy |
870
+42
| +5% | +$2.17K | 0.01% | 382 |
|
|
2021
Q1 | $48K | Buy |
828
+243
| +42% | +$14.1K | 0.01% | 334 |
|
|
2020
Q4 | $25K | Buy |
585
+525
| +875% | +$22.4K | 0.01% | 474 |
|
|
2020
Q3 | $2K | Buy |
60
+27
| +82% | +$900 | ﹤0.01% | 1044 |
|
|
2020
Q2 | $1K | Sell |
33
-25
| -43% | -$758 | ﹤0.01% | 1123 |
|
|
2020
Q1 | $2K | Buy |
58
+27
| +87% | +$931 | ﹤0.01% | 757 |
|
|
2019
Q4 | $3K | Buy |
31
+7
| +29% | +$677 | ﹤0.01% | 698 |
|
|
2019
Q3 | $2K | Buy |
24
+6
| +33% | +$500 | ﹤0.01% | 743 |
|
|
2019
Q2 | $2K | Buy |
18
+3
| +20% | +$333 | ﹤0.01% | 760 |
|
|
2019
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 908 |
|
|
2018
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 697 |
|
|
2018
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 747 |
|
|
2018
Q2 | $1K | Buy |
15
+11
| +275% | +$733 | ﹤0.01% | 731 |
|
|
2018
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 930 |
|
|
2017
Q4 | $0 | Sell |
4
-12
| -75% | – | ﹤0.01% | 794 |
|
|
2017
Q3 | $1K | Sell |
16
-30
| -65% | -$1.88K | ﹤0.01% | 508 |
|
|
2017
Q2 | $3K | Buy |
46
+30
| +188% | +$1.96K | ﹤0.01% | 401 |
|
|
2017
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 531 |
|
|
2016
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 585 |
|