Great Valley Advisor Group’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 | $339K | Sell |
4,253
-2,069
| -33% | -$165K | 0.01% | 715 |
|
|
2025
Q1 | $437K | Buy |
6,322
+4,185
| +196% | +$289K | 0.01% | 624 |
|
|
2024
Q4 | $208K | Buy |
+2,137
| New | +$208K | ﹤0.01% | 810 |
|
|
2023
Q1 | – | Sell |
-5,776
| Closed | -$217K | – | 749 |
|
|
2022
Q4 | $217K | Sell |
5,776
-2,945
| -34% | -$111K | 0.01% | 631 |
|
|
2022
Q3 | $283K | Sell |
8,721
-2,361
| -21% | -$76.6K | 0.02% | 544 |
|
|
2022
Q2 | $393K | Buy |
11,082
+861
| +8% | +$30.5K | 0.02% | 487 |
|
|
2022
Q1 | $472K | Buy |
10,221
+732
| +8% | +$33.8K | 0.03% | 405 |
|
|
2021
Q4 | $417K | Buy |
9,489
+440
| +5% | +$19.3K | 0.03% | 422 |
|
|
2021
Q3 | $431K | Buy |
9,049
+548
| +6% | +$26.1K | 0.03% | 395 |
|
|
2021
Q2 | $447K | Buy |
+8,501
| New | +$447K | 0.03% | 371 |
|