Global Retirement Partners’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 | $156K | Buy |
+1,962
| New | +$156K | ﹤0.01% | 1210 |
|
|
2024
Q4 | $118K | Sell |
1,211
-288
| -19% | -$28K | ﹤0.01% | 1193 |
|
|
2024
Q3 | $85.5K | Sell |
1,499
-308
| -17% | -$17.6K | ﹤0.01% | 1316 |
|
|
2024
Q2 | $87.9K | Buy |
1,807
+2
| +0.1% | +$97 | ﹤0.01% | 1270 |
|
|
2024
Q1 | $86.4K | Sell |
1,805
-1,006
| -36% | -$48.2K | ﹤0.01% | 1144 |
|
|
2023
Q4 | $109K | Buy |
2,811
+1,123
| +67% | +$43.7K | ﹤0.01% | 990 |
|
|
2023
Q3 | $69.9K | Sell |
1,688
-388
| -19% | -$16.1K | ﹤0.01% | 1089 |
|
|
2023
Q2 | $114K | Sell |
2,076
-16
| -0.8% | -$878 | 0.01% | 890 |
|
|
2023
Q1 | $93.1K | Buy |
2,092
+289
| +16% | +$12.9K | ﹤0.01% | 949 |
|
|
2022
Q4 | $68K | Buy |
1,803
+636
| +54% | +$24K | ﹤0.01% | 964 |
|
|
2022
Q3 | $50K | Buy |
1,167
+451
| +63% | +$19.3K | ﹤0.01% | 1014 |
|
|
2022
Q2 | $25K | Sell |
716
-655
| -48% | -$22.9K | ﹤0.01% | 1266 |
|
|
2022
Q1 | $57K | Buy |
1,371
+782
| +133% | +$32.5K | ﹤0.01% | 951 |
|
|
2021
Q4 | $26K | Buy |
589
+42
| +8% | +$1.85K | 0.02% | 113 |
|
|
2021
Q3 | $26K | Sell |
547
-372
| -40% | -$17.7K | ﹤0.01% | 1126 |
|
|
2021
Q2 | $48K | Sell |
919
-405
| -31% | -$21.2K | ﹤0.01% | 876 |
|
|
2021
Q1 | $76K | Buy |
1,324
+100
| +8% | +$5.74K | 0.01% | 646 |
|
|
2020
Q4 | $53K | Buy |
1,224
+270
| +28% | +$11.7K | 0.01% | 707 |
|
|
2020
Q3 | $33K | Hold |
954
| – | – | ﹤0.01% | 758 |
|
|
2020
Q2 | $33K | Buy |
954
+271
| +40% | +$9.37K | 0.01% | 750 |
|
|
2020
Q1 | $22K | Buy |
683
+628
| +1,142% | +$20.2K | ﹤0.01% | 777 |
|
|
2019
Q4 | $5K | Hold |
55
| – | – | ﹤0.01% | 1348 |
|
|
2019
Q3 | $5K | Buy |
+55
| New | +$5K | ﹤0.01% | 1315 |
|
|
2017
Q2 | – | Sell |
-500
| Closed | -$27K | – | 1176 |
|
|
2017
Q1 | $27K | Buy |
500
+200
| +67% | +$10.8K | 0.02% | 489 |
|
|
2016
Q4 | $16K | Buy |
+300
| New | +$16K | 0.01% | 574 |
|