J.W. Cole Advisors’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 | $858K | Buy |
10,777
+1,074
| +11% | +$85.5K | 0.02% | 723 |
|
|
2025
Q1 | $670K | Buy |
9,703
+6,711
| +224% | +$463K | 0.02% | 677 |
|
|
2024
Q4 | $291K | Buy |
+2,992
| New | +$291K | 0.01% | 791 |
|
|
2022
Q2 | – | Sell |
-5,020
| Closed | -$233K | – | 819 |
|
|
2022
Q1 | $233K | Sell |
5,020
-540
| -10% | -$25.1K | 0.02% | 700 |
|
|
2021
Q4 | $243K | Buy |
+5,560
| New | +$243K | 0.02% | 726 |
|
|
2020
Q4 | – | Sell |
-24,266
| Closed | -$843K | – | 869 |
|
|
2020
Q3 | $843K | Buy |
24,266
+4,926
| +25% | +$171K | 0.06% | 288 |
|
|
2020
Q2 | $669K | Buy |
+19,340
| New | +$669K | 0.1% | 194 |
|