Kovitz Investment Group Partners’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $989K | Buy |
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|
2025
Q2 | $623K | Buy |
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|
2025
Q1 | $510K | Buy |
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|
2024
Q4 | $647K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $225K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $290K | Sell |
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|
2020
Q4 | $225K | Sell |
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|
2020
Q3 | $528K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.59M | Buy |
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|
2019
Q4 | $4.31M | Buy |
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|
2019
Q3 | $4.32M | Buy |
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|
2019
Q2 | $4.22M | Buy |
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|
2019
Q1 | $3.83M | Buy |
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|
2018
Q2 | – | Hold |
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|
2018
Q1 | – | Hold |
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