IHT Wealth Management’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 | $238K | Buy |
+2,989
| New | +$238K | 0.01% | 1002 |
|
|
2025
Q1 | – | Sell |
-2,241
| Closed | -$218K | – | 1147 |
|
|
2024
Q4 | $218K | Buy |
+2,241
| New | +$218K | 0.01% | 992 |
|
|
2024
Q2 | – | Sell |
-4,964
| Closed | -$238K | – | 1079 |
|
|
2024
Q1 | $238K | Sell |
4,964
-1,857
| -27% | -$88.9K | 0.01% | 889 |
|
|
2023
Q4 | $281K | Sell |
6,821
-1,206
| -15% | -$49.8K | 0.01% | 789 |
|
|
2023
Q3 | $340K | Sell |
8,027
-3,977
| -33% | -$168K | 0.02% | 681 |
|
|
2023
Q2 | $659K | Buy |
12,004
+4,564
| +61% | +$250K | 0.03% | 455 |
|
|
2023
Q1 | $329K | Sell |
7,440
-931
| -11% | -$41.2K | 0.02% | 662 |
|
|
2022
Q4 | $316K | Sell |
8,371
-2,588
| -24% | -$97.6K | 0.02% | 643 |
|
|
2022
Q3 | $356K | Buy |
+10,959
| New | +$356K | 0.03% | 557 |
|
|
2021
Q4 | – | Sell |
-4,433
| Closed | -$211K | – | 855 |
|
|
2021
Q3 | $211K | Sell |
4,433
-3,664
| -45% | -$174K | 0.02% | 720 |
|
|
2021
Q2 | $423K | Buy |
8,097
+855
| +12% | +$44.7K | 0.03% | 586 |
|
|
2021
Q1 | $417K | Buy |
7,242
+1,700
| +31% | +$97.9K | 0.03% | 521 |
|
|
2020
Q4 | $240K | Buy |
+5,542
| New | +$240K | 0.02% | 631 |
|
|
2018
Q2 | – | Sell |
-735
| Closed | -$49K | – | 1302 |
|
|
2018
Q1 | $49K | Buy |
735
+635
| +635% | +$42.3K | 0.01% | 689 |
|
|
2017
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 1275 |
|
|
2017
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 1070 |
|
|
2017
Q2 | $81 | Buy |
+100
| New | +$81 | 0.04% | 387 |
|
|
2017
Q1 | – | Sell |
-300
| Closed | -$22K | – | 1323 |
|
|
2016
Q4 | $22K | Buy |
+300
| New | +$22K | 0.02% | 610 |
|