Global Financial Private Client’s United Airlines UAL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-69	Closed	-$4.76K	–	1507
2025 Q1	$4.76K	Buy	69 +38	+123%	+$3.59K	﹤0.01%	696
2024 Q4	$3.01K	Buy	31 +19	+158%	+$1.61K	﹤0.01%	686
2024 Q3	$685	Hold	12	–	–	﹤0.01%	769
2024 Q2	$584	Hold	12	–	–	﹤0.01%	647
2024 Q1	$568	Hold	12	–	–	﹤0.01%	668
2023 Q4	$495	Hold	12	–	–	﹤0.01%	662
2023 Q3	$499	Hold	12	–	–	﹤0.01%	646
2023 Q2	$661	Hold	12	–	–	﹤0.01%	634
2023 Q1	$520	Hold	12	–	–	﹤0.01%	652
2022 Q4	$452	Hold	12	–	–	﹤0.01%	647
2022 Q3	$394	Hold	12	–	–	﹤0.01%	624
2022 Q2	$437	Hold	12	–	–	﹤0.01%	618
2022 Q1	$549	Hold	12	–	–	﹤0.01%	624
2021 Q4	$525	Hold	12	–	–	﹤0.01%	616
2021 Q3	$616	Hold	12	–	–	﹤0.01%	564
2021 Q2	$637	Hold	12	–	–	﹤0.01%	567
2021 Q1	$694	Hold	12	–	–	﹤0.01%	534
2020 Q4	$519	Buy	+12	New	+$485	﹤0.01%	532