Kingswood 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 | $273K | Buy |
3,431
+50
| +1% | +$3.98K | 0.02% | 598 |
|
|
2025
Q1 | $233K | Sell |
3,381
-1,000
| -23% | -$69.1K | 0.02% | 629 |
|
|
2024
Q4 | $425K | Buy |
+4,381
| New | +$425K | 0.03% | 491 |
|
|
2024
Q3 | – | Sell |
-4,594
| Closed | -$224K | – | 753 |
|
|
2024
Q2 | $224K | Buy |
+4,594
| New | +$224K | 0.02% | 608 |
|
|
2024
Q1 | – | Sell |
-5,988
| Closed | -$247K | – | 696 |
|
|
2023
Q4 | $247K | Buy |
+5,988
| New | +$247K | 0.03% | 526 |
|