J.P. Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.81M | Sell |
90,050
-12,361
| -12% | -$523K | 0.01% | 568 |
|
|
2023
Q2 | $5.62M | Sell |
102,411
-7,227
| -7% | -$397K | 0.03% | 319 |
|
|
2023
Q1 | $4.85M | Sell |
109,638
-10,722
| -9% | -$474K | 0.01% | 591 |
|
|
2022
Q4 | $4.54M | Sell |
120,360
-9,608
| -7% | -$362K | 0.01% | 600 |
|
|
2022
Q3 | $4.23M | Buy |
129,968
+1,976
| +2% | +$64.3K | 0.01% | 603 |
|
|
2022
Q2 | $4.53M | Sell |
127,992
-145
| -0.1% | -$5.14K | 0.01% | 596 |
|
|
2022
Q1 | $5.94M | Sell |
128,137
-6,932
| -5% | -$321K | 0.01% | 567 |
|
|
2021
Q4 | $5.91M | Sell |
135,069
-34,579
| -20% | -$1.51M | 0.01% | 569 |
|
|
2021
Q3 | $8.07M | Buy |
169,648
+5,381
| +3% | +$256K | 0.02% | 469 |
|
|
2021
Q2 | $8.59M | Buy |
164,267
+86,914
| +112% | +$4.54M | 0.02% | 452 |
|
|
2021
Q1 | $4.45M | Buy |
77,353
+35,835
| +86% | +$2.06M | 0.01% | 535 |
|
|
2020
Q4 | $1.8M | Buy |
41,518
+35,440
| +583% | +$1.53M | 0.01% | 777 |
|
|
2020
Q3 | $211K | Sell |
6,078
-2,735
| -31% | -$94.9K | ﹤0.01% | 1505 |
|
|
2020
Q2 | $305K | Sell |
8,813
-2,645
| -23% | -$91.5K | ﹤0.01% | 1299 |
|
|
2020
Q1 | $361K | Buy |
11,458
+2,477
| +28% | +$78K | ﹤0.01% | 1062 |
|
|
2019
Q4 | $791K | Sell |
8,981
-9,539
| -52% | -$840K | ﹤0.01% | 883 |
|
|
2019
Q3 | $1.64M | Buy |
18,520
+222
| +1% | +$19.6K | 0.01% | 624 |
|
|
2019
Q2 | $1.6M | Sell |
18,298
-465
| -2% | -$40.7K | 0.01% | 636 |
|
|
2019
Q1 | $1.5M | Buy |
18,763
+1,602
| +9% | +$128K | 0.01% | 678 |
|
|
2018
Q4 | $1.44M | Buy |
17,161
+3,152
| +22% | +$264K | 0.01% | 643 |
|
|
2018
Q3 | $1.25M | Sell |
14,009
-1,303
| -9% | -$116K | 0.01% | 761 |
|
|
2018
Q2 | $1.07M | Sell |
15,312
-1,387
| -8% | -$96.7K | 0.01% | 749 |
|
|
2018
Q1 | $1.16M | Sell |
16,699
-3,252
| -16% | -$226K | 0.01% | 612 |
|
|
2017
Q4 | $1.35M | Sell |
19,951
-2,869
| -13% | -$193K | 0.01% | 586 |
|
|
2017
Q3 | $1.39M | Sell |
22,820
-4,695
| -17% | -$286K | 0.01% | 545 |
|
|
2017
Q2 | $2.07M | Sell |
27,515
-13,796
| -33% | -$1.04M | 0.02% | 453 |
|
|
2017
Q1 | $2.92M | Buy |
41,311
+5,201
| +14% | +$367K | 0.02% | 405 |
|
|
2016
Q4 | $2.63M | Buy |
36,110
+11,682
| +48% | +$851K | 0.02% | 388 |
|
|
2016
Q3 | $1.28M | Sell |
24,428
-58
| -0.2% | -$3.04K | 0.01% | 533 |
|
|
2016
Q2 | $1.01M | Buy |
24,486
+4,085
| +20% | +$168K | 0.01% | 596 |
|
|
2016
Q1 | $1.22M | Buy |
20,401
+7,471
| +58% | +$447K | 0.01% | 505 |
|
|
2015
Q4 | $741K | Buy |
12,930
+1,712
| +15% | +$98.1K | 0.01% | 598 |
|
|
2015
Q3 | $595K | Sell |
11,218
-1,805
| -14% | -$95.7K | 0.01% | 571 |
|
|
2015
Q2 | $690K | Buy |
13,023
+1,943
| +18% | +$103K | 0.01% | 588 |
|
|
2015
Q1 | $745K | Buy |
11,080
+51
| +0.5% | +$3.43K | 0.01% | 605 |
|
|
2014
Q4 | $738K | Buy |
11,029
+73
| +0.7% | +$4.89K | 0.01% | 605 |
|
|
2014
Q3 | $513K | Sell |
10,956
-716
| -6% | -$33.5K | 0.01% | 684 |
|
|
2014
Q2 | $479K | Buy |
11,672
+160
| +1% | +$6.57K | 0.01% | 582 |
|
|
2014
Q1 | $514K | Buy |
11,512
+6,185
| +116% | +$276K | 0.01% | 560 |
|
|
2013
Q4 | $202K | Buy |
+5,327
| New | +$202K | ﹤0.01% | 614 |
|