Kovitz Investment Group Partners’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 | $623K | Buy |
7,819
+429
| +6% | +$34.2K | ﹤0.01% | 912 |
|
|
2025
Q1 | $510K | Buy |
7,390
+724
| +11% | +$50K | ﹤0.01% | 890 |
|
|
2024
Q4 | $647K | Buy |
+6,666
| New | +$647K | ﹤0.01% | 827 |
|
|
2022
Q1 | – | Sell |
-5,194
| Closed | -$225K | – | 451 |
|
|
2021
Q4 | $225K | Buy |
+5,194
| New | +$225K | 0.01% | 381 |
|
|
2021
Q2 | – | Sell |
-5,037
| Closed | -$290K | – | 422 |
|
|
2021
Q1 | $290K | Sell |
5,037
-157
| -3% | -$9.04K | 0.01% | 360 |
|
|
2020
Q4 | $225K | Sell |
5,194
-10,000
| -66% | -$433K | 0.01% | 378 |
|
|
2020
Q3 | $528K | Buy |
+15,194
| New | +$528K | 0.01% | 315 |
|
|
2020
Q2 | – | Sell |
-50,412
| Closed | -$1.59M | – | 388 |
|
|
2020
Q1 | $1.59M | Buy |
50,412
+1,453
| +3% | +$45.9K | 0.06% | 192 |
|
|
2019
Q4 | $4.31M | Buy |
48,959
+118
| +0.2% | +$10.4K | 0.13% | 120 |
|
|
2019
Q3 | $4.32M | Buy |
48,841
+589
| +1% | +$52.1K | 0.14% | 113 |
|
|
2019
Q2 | $4.22M | Buy |
48,252
+302
| +0.6% | +$26.4K | 0.13% | 116 |
|
|
2019
Q1 | $3.83M | Buy |
+47,950
| New | +$3.83M | 0.12% | 128 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 145 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 154 |
|