Icon 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 | $213K | Buy |
2,676
+154
| +6% | +$12.3K | 0.02% | 360 |
|
|
2025
Q1 | $174K | Buy |
2,522
+730
| +41% | +$50.4K | 0.01% | 384 |
|
|
2024
Q4 | $174K | Sell |
1,792
-855
| -32% | -$83K | 0.01% | 397 |
|
|
2024
Q3 | $151K | Hold |
2,647
| – | – | 0.01% | 408 |
|
|
2024
Q2 | $120K | Sell |
2,647
-4
| -0.2% | -$182 | 0.01% | 403 |
|
|
2024
Q1 | $127K | Hold |
2,651
| – | – | 0.01% | 427 |
|
|
2023
Q4 | $109K | Buy |
+2,651
| New | +$109K | 0.01% | 416 |
|
|
2022
Q4 | – | Sell |
-3,147
| Closed | -$102K | – | 406 |
|
|
2022
Q3 | $102K | Buy |
+3,147
| New | +$102K | 0.01% | 394 |
|