Independent Advisor Alliance’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 | $2.38M | Sell |
29,861
-18,459
| -38% | -$1.47M | 0.07% | 246 |
|
|
2025
Q1 | $3.34M | Buy |
48,320
+20,171
| +72% | +$1.39M | 0.11% | 169 |
|
|
2024
Q4 | $2.73M | Buy |
28,149
+10,268
| +57% | +$997K | 0.04% | 433 |
|
|
2024
Q3 | $1.02M | Sell |
17,881
-1,371
| -7% | -$78.2K | 0.04% | 327 |
|
|
2024
Q2 | $937K | Sell |
19,252
-11,546
| -37% | -$562K | 0.03% | 337 |
|
|
2024
Q1 | $1.47M | Buy |
+30,798
| New | +$1.47M | 0.05% | 262 |
|
|
2023
Q4 | – | Sell |
-6,176
| Closed | -$261K | – | 706 |
|
|
2023
Q3 | $261K | Buy |
6,176
+1,378
| +29% | +$58.3K | 0.01% | 551 |
|
|
2023
Q2 | $263K | Buy |
4,798
+150
| +3% | +$8.23K | 0.01% | 557 |
|
|
2023
Q1 | $206K | Buy |
+4,648
| New | +$206K | 0.01% | 614 |
|
|
2022
Q2 | – | Sell |
-5,778
| Closed | -$268K | – | 694 |
|
|
2022
Q1 | $268K | Buy |
5,778
+795
| +16% | +$36.9K | 0.01% | 525 |
|
|
2021
Q4 | $218K | Sell |
4,983
-2,173
| -30% | -$95.1K | 0.01% | 605 |
|
|
2021
Q3 | $340K | Sell |
7,156
-47,823
| -87% | -$2.27M | 0.02% | 466 |
|
|
2021
Q2 | $2.88M | Buy |
54,979
+48,360
| +731% | +$2.53M | 0.16% | 134 |
|
|
2021
Q1 | $381K | Buy |
6,619
+1,951
| +42% | +$112K | 0.02% | 429 |
|
|
2020
Q4 | $202K | Sell |
4,668
-20,379
| -81% | -$882K | 0.01% | 511 |
|
|
2020
Q3 | $851K | Buy |
25,047
+7,993
| +47% | +$272K | 0.06% | 207 |
|
|
2020
Q2 | $555K | Buy |
+17,054
| New | +$555K | 0.06% | 254 |
|
|
2018
Q1 | – | Sell |
-3,609
| Closed | -$247K | – | 358 |
|
|
2017
Q4 | $247K | Sell |
3,609
-1,522
| -30% | -$104K | 0.06% | 270 |
|
|
2017
Q3 | $332K | Buy |
5,131
+331
| +7% | +$21.4K | 0.09% | 197 |
|
|
2017
Q2 | $376K | Buy |
4,800
+544
| +13% | +$42.6K | 0.12% | 171 |
|
|
2017
Q1 | $298K | Buy |
4,256
+959
| +29% | +$67.1K | 0.05% | 305 |
|
|
2016
Q4 | $248K | Buy |
+3,297
| New | +$248K | 0.11% | 152 |
|