IEQ Capital’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 | $6.72M | Buy |
84,378
+72,053
| +585% | +$5.74M | 0.04% | 341 |
|
2025
Q1 | $851K | Buy |
+12,325
| New | +$851K | 0.01% | 804 |
|
2024
Q4 | – | Sell |
-9,286
| Closed | -$530K | – | 1440 |
|
2024
Q3 | $530K | Buy |
9,286
+1,083
| +13% | +$61.8K | 0.01% | 734 |
|
2024
Q2 | $399K | Buy |
8,203
+363
| +5% | +$17.7K | 0.01% | 721 |
|
2024
Q1 | $375K | Buy |
7,840
+1,143
| +17% | +$54.7K | 0.01% | 715 |
|
2023
Q4 | $276K | Sell |
6,697
-642
| -9% | -$26.5K | ﹤0.01% | 749 |
|
2023
Q3 | $310K | Buy |
7,339
+2,365
| +48% | +$100K | 0.01% | 710 |
|
2023
Q2 | $273K | Sell |
4,974
-597
| -11% | -$32.8K | 0.01% | 711 |
|
2023
Q1 | $247K | Buy |
+5,571
| New | +$247K | 0.01% | 772 |
|
2022
Q2 | – | Sell |
-6,617
| Closed | -$307K | – | 861 |
|
2022
Q1 | $307K | Sell |
6,617
-1,437
| -18% | -$66.7K | 0.01% | 632 |
|
2021
Q4 | $353K | Buy |
8,054
+369
| +5% | +$16.2K | 0.01% | 545 |
|
2021
Q3 | $365K | Buy |
7,685
+3,402
| +79% | +$162K | 0.01% | 513 |
|
2021
Q2 | $224K | Buy |
+4,283
| New | +$224K | 0.01% | 556 |
|