JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6K | Sell |
208
-99
| -32% | -$7.88K | ﹤0.01% | 703 |
|
|
2025
Q1 | $21.2K | Buy |
307
+33
| +12% | +$2.28K | ﹤0.01% | 644 |
|
|
2024
Q4 | $26.6K | Buy |
274
+76
| +38% | +$7.38K | ﹤0.01% | 583 |
|
|
2024
Q3 | $11.3K | Buy |
198
+13
| +7% | +$742 | ﹤0.01% | 814 |
|
|
2024
Q2 | $9K | Buy |
185
+21
| +13% | +$1.02K | ﹤0.01% | 828 |
|
|
2024
Q1 | $7.85K | Buy |
164
+29
| +21% | +$1.39K | ﹤0.01% | 900 |
|
|
2023
Q4 | $5.57K | Sell |
135
-55
| -29% | -$2.27K | ﹤0.01% | 1011 |
|
|
2023
Q3 | $8.04K | Buy |
190
+10
| +6% | +$423 | ﹤0.01% | 806 |
|
|
2023
Q2 | $9.88K | Hold |
180
| – | – | ﹤0.01% | 736 |
|
|
2023
Q1 | $7.97K | Buy |
180
+6
| +3% | +$266 | ﹤0.01% | 798 |
|
|
2022
Q4 | $6.56K | Buy |
174
+15
| +9% | +$566 | ﹤0.01% | 881 |
|
|
2022
Q3 | $5K | Buy |
159
+138
| +657% | +$4.34K | ﹤0.01% | 1016 |
|
|
2022
Q2 | $1K | Sell |
21
-96
| -82% | -$4.57K | ﹤0.01% | 1659 |
|
|
2022
Q1 | $5K | Buy |
117
+68
| +139% | +$2.91K | ﹤0.01% | 1077 |
|
|
2021
Q4 | $2K | Sell |
49
-267
| -84% | -$10.9K | ﹤0.01% | 1179 |
|
|
2021
Q3 | $15K | Buy |
316
+216
| +216% | +$10.3K | ﹤0.01% | 588 |
|
|
2021
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 500 |
|
|
2021
Q1 | – | Sell |
-100
| Closed | -$4K | – | 624 |
|
|
2020
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 498 |
|