Integrated Wealth Concepts’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 | $894K | Buy |
11,227
+4,026
| +56% | +$321K | 0.01% | 985 |
|
|
2025
Q1 | $497K | Sell |
7,201
-9,851
| -58% | -$680K | 0.01% | 1140 |
|
|
2024
Q4 | $1.66M | Buy |
17,052
+6,536
| +62% | +$635K | 0.02% | 626 |
|
|
2024
Q3 | $600K | Sell |
10,516
-351
| -3% | -$20K | 0.01% | 1005 |
|
|
2024
Q2 | $529K | Sell |
10,867
-971
| -8% | -$47.2K | 0.01% | 1019 |
|
|
2024
Q1 | $567K | Buy |
11,838
+524
| +5% | +$25.1K | 0.01% | 998 |
|
|
2023
Q4 | $467K | Sell |
11,314
-1,490
| -12% | -$61.5K | 0.01% | 1028 |
|
|
2023
Q3 | $542K | Buy |
12,804
+239
| +2% | +$10.1K | 0.01% | 952 |
|
|
2023
Q2 | $689K | Sell |
12,565
-13,337
| -51% | -$732K | 0.01% | 836 |
|
|
2023
Q1 | $1.15M | Buy |
25,902
+17,123
| +195% | +$758K | 0.02% | 562 |
|
|
2022
Q4 | $331K | Sell |
8,779
-34
| -0.4% | -$1.28K | 0.01% | 786 |
|
|
2022
Q3 | $287K | Buy |
8,813
+570
| +7% | +$18.6K | 0.01% | 753 |
|
|
2022
Q2 | $292K | Buy |
8,243
+986
| +14% | +$34.9K | 0.01% | 768 |
|
|
2022
Q1 | $336K | Sell |
7,257
-571
| -7% | -$26.4K | 0.01% | 707 |
|
|
2021
Q4 | $343K | Sell |
7,828
-432
| -5% | -$18.9K | 0.01% | 720 |
|
|
2021
Q3 | $393K | Buy |
8,260
+740
| +10% | +$35.2K | 0.01% | 639 |
|
|
2021
Q2 | $393K | Buy |
7,520
+1,505
| +25% | +$78.7K | 0.01% | 588 |
|
|
2021
Q1 | $346K | Buy |
+6,015
| New | +$346K | 0.01% | 553 |
|
|
2020
Q3 | – | Sell |
-13,063
| Closed | -$452K | – | 580 |
|
|
2020
Q2 | $452K | Buy |
+13,063
| New | +$452K | 0.03% | 312 |
|