Greenleaf Trust’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 | $443K | Buy |
5,558
+279
| +5% | +$22.2K | ﹤0.01% | 520 |
|
|
2025
Q1 | $365K | Sell |
5,279
-16
| -0.3% | -$1.11K | ﹤0.01% | 584 |
|
|
2024
Q4 | $514K | Sell |
5,295
-375
| -7% | -$36.4K | ﹤0.01% | 497 |
|
|
2024
Q3 | $324K | Sell |
5,670
-276
| -5% | -$15.7K | ﹤0.01% | 639 |
|
|
2024
Q2 | $289K | Buy |
5,946
+311
| +6% | +$15.1K | ﹤0.01% | 635 |
|
|
2024
Q1 | $270K | Buy |
5,635
+316
| +6% | +$15.1K | ﹤0.01% | 643 |
|
|
2023
Q4 | $219K | Sell |
5,319
-526
| -9% | -$21.7K | ﹤0.01% | 699 |
|
|
2023
Q3 | $247K | Buy |
5,845
+13
| +0.2% | +$550 | ﹤0.01% | 641 |
|
|
2023
Q2 | $320K | Buy |
+5,832
| New | +$320K | ﹤0.01% | 577 |
|
|
2021
Q4 | – | Sell |
-4,946
| Closed | -$235K | – | 780 |
|
|
2021
Q3 | $235K | Buy |
4,946
+117
| +2% | +$5.56K | ﹤0.01% | 662 |
|
|
2021
Q2 | $253K | Buy |
4,829
+273
| +6% | +$14.3K | ﹤0.01% | 632 |
|
|
2021
Q1 | $262K | Buy |
+4,556
| New | +$262K | ﹤0.01% | 602 |
|
|
2020
Q1 | – | Sell |
-3,550
| Closed | -$313K | – | 594 |
|
|
2019
Q4 | $313K | Buy |
3,550
+22
| +0.6% | +$1.94K | ﹤0.01% | 399 |
|
|
2019
Q3 | $312K | Buy |
3,528
+96
| +3% | +$8.49K | ﹤0.01% | 400 |
|
|
2019
Q2 | $300K | Sell |
3,432
-38
| -1% | -$3.32K | ﹤0.01% | 402 |
|
|
2019
Q1 | $277K | Sell |
3,470
-830
| -19% | -$66.3K | ﹤0.01% | 406 |
|
|
2018
Q4 | $360K | Buy |
4,300
+1,185
| +38% | +$99.2K | 0.01% | 323 |
|
|
2018
Q3 | $277K | Buy |
+3,115
| New | +$277K | 0.01% | 418 |
|
|
2018
Q1 | – | Sell |
-496
| Closed | -$33K | – | 652 |
|
|
2017
Q4 | $33K | Hold |
496
| – | – | ﹤0.01% | 524 |
|
|
2017
Q3 | $30K | Buy |
+496
| New | +$30K | ﹤0.01% | 507 |
|