Jones Financial Companies’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 | $1.43M | Buy |
18,058
+2,714
| +18% | +$215K | ﹤0.01% | 864 |
|
|
2025
Q1 | $1.08M | Buy |
15,344
+2,855
| +23% | +$200K | ﹤0.01% | 826 |
|
|
2024
Q4 | $1.21M | Buy |
12,489
+5,744
| +85% | +$558K | ﹤0.01% | 689 |
|
|
2024
Q3 | $391K | Buy |
6,745
+2,081
| +45% | +$121K | ﹤0.01% | 911 |
|
|
2024
Q2 | $227K | Buy |
4,664
+3,514
| +306% | +$171K | ﹤0.01% | 790 |
|
|
2024
Q1 | $55.1K | Buy |
1,150
+794
| +223% | +$38K | ﹤0.01% | 713 |
|
|
2023
Q4 | $14.7K | Buy |
+356
| New | +$14.7K | ﹤0.01% | 634 |
|
|
2023
Q1 | – | Sell |
-29
| Closed | -$1K | – | 776 |
|
|
2022
Q4 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 713 |
|