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HCR Wealth Advisors’s United Airlines UAL Stock Holding History

HCR Wealth Advisors’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
-5,000
Closed -$206K – 230
2023
Q4 		$206K Hold
5,000
– – 0.03% 196
2023
Q3 		$212K Hold
5,000
– – 0.05% 159
2023
Q2 		$274K Hold
5,000
– – 0.05% 144
2023
Q1 		$221K Buy
+5,000
New +$240K 0.04% 156
2022
Q2 		– Sell
-5,000
Closed -$232K – 198
2022
Q1 		$232K Hold
5,000
– – 0.04% 171
2021
Q4 		$219K Buy
+5,000
New +$232K 0.03% 185

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PCM
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