HHM Wealth Advisors’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 | $37.7K | Buy |
474
+9
| +2% | +$717 | ﹤0.01% | 419 |
|
|
2025
Q1 | $32.1K | Hold |
465
| – | – | ﹤0.01% | 435 |
|
|
2024
Q4 | $45.2K | Buy |
465
+10
| +2% | +$971 | 0.01% | 374 |
|
|
2024
Q3 | $26K | Hold |
455
| – | – | ﹤0.01% | 430 |
|
|
2024
Q2 | $22.1K | Hold |
455
| – | – | ﹤0.01% | 436 |
|
|
2024
Q1 | $21.8K | Hold |
455
| – | – | ﹤0.01% | 397 |
|
|
2023
Q4 | $18.8K | Hold |
455
| – | – | ﹤0.01% | 416 |
|
|
2023
Q3 | $19.2K | Hold |
455
| – | – | ﹤0.01% | 408 |
|
|
2023
Q2 | $25K | Hold |
455
| – | – | ﹤0.01% | 387 |
|
|
2023
Q1 | $20.1K | Hold |
455
| – | – | ﹤0.01% | 416 |
|
|
2022
Q4 | $17.2K | Buy |
+455
| New | +$17.2K | ﹤0.01% | 382 |
|
|
2020
Q4 | – | Sell |
-3,000
| Closed | -$104K | – | 568 |
|
|
2020
Q3 | $104K | Hold |
3,000
| – | – | 0.04% | 142 |
|
|
2020
Q2 | $104K | Hold |
3,000
| – | – | 0.04% | 136 |
|
|
2020
Q1 | $95K | Buy |
+3,000
| New | +$95K | 0.05% | 124 |
|