Global Wealth Management Investment Advisory’s United Airlines UAL Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio UAL Stock Details UAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-560	Closed	-$23.1K	–	412
2023 Q4	$23.1K	Hold	560	–	–	0.01%	237
2023 Q3	$23.7K	Sell	560 -218	-28%	-$11K	0.01%	236
2023 Q2	$42.7K	Buy	+778	New	+$36.7K	0.01%	202
2022 Q3	–	Sell	-660	Closed	-$23K	–	449
2022 Q2	$23K	Hold	660	–	–	0.01%	232
2022 Q1	$31K	Hold	660	–	–	0.01%	224
2021 Q4	$29K	Hold	660	–	–	0.01%	231
2021 Q3	$31K	Hold	660	–	–	0.01%	230
2021 Q2	$35K	Hold	660	–	–	0.01%	210
2021 Q1	$38K	Sell	660 -200	-23%	-$9.77K	0.01%	207
2020 Q4	$37K	Hold	860	–	–	0.01%	200
2020 Q3	$30K	Hold	860	–	–	0.01%	203
2020 Q2	$30K	Buy	860 +200	+30%	+$6K	0.01%	241
2020 Q1	$21K	Buy	660 +580	+725%	+$38.4K	0.01%	252
2019 Q4	$7K	Hold	80	–	–	﹤0.01%	406
2019 Q3	$7K	Hold	80	–	–	﹤0.01%	372
2019 Q2	$7K	Hold	80	–	–	﹤0.01%	416
2019 Q1	$6K	Hold	80	–	–	﹤0.01%	438
2018 Q4	$7K	Buy	+80	New	+$7.03K	﹤0.01%	450

Other funds holding UAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Global Wealth Management Investment Advisory's UAL Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of United Airlines (UAL) in Q1 2024, closing a stake of 560 shares — an estimated $23.1K sold.

Global Wealth Management Investment Advisory first reported a position in UAL in Q4 2018 and held it in 18 quarters. The position peaked at $42.7K in Q2 2023. 636 funds tracked by Wall St. Rank hold UAL as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining United Airlines position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 560 United Airlines shares in Q1 2024, an estimated $23.1K.
Global Wealth Management Investment Advisory first reported a position in United Airlines in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's United Airlines position peaked at $42.7K in Q2 2023.
636 funds tracked by Wall St. Rank held United Airlines as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.