Kozak & Associates’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 | $35.6K | Hold |
444
| – | – | 0.01% | 163 |
|
|
2025
Q1 | $29.2K | Buy |
444
+50
| +13% | +$3.28K | 0.01% | 154 |
|
|
2024
Q4 | $37.7K | Hold |
394
| – | – | 0.01% | 144 |
|
|
2024
Q3 | $28.4K | Hold |
394
| – | – | 0.01% | 165 |
|
|
2024
Q2 | $19.1K | Hold |
394
| – | – | ﹤0.01% | 175 |
|
|
2024
Q1 | $21.6K | Hold |
394
| – | – | 0.01% | 173 |
|
|
2023
Q4 | $15.3K | Hold |
394
| – | – | ﹤0.01% | 203 |
|
|
2023
Q3 | $16.5K | Hold |
394
| – | – | 0.01% | 203 |
|
|
2023
Q2 | $21.7K | Hold |
394
| – | – | 0.01% | 191 |
|
|
2023
Q1 | $17.4K | Sell |
394
-140
| -26% | -$6.2K | 0.01% | 200 |
|
|
2022
Q4 | $20K | Buy |
534
+14
| +3% | +$524 | 0.01% | 194 |
|
|
2022
Q3 | $18K | Hold |
520
| – | – | 0.01% | 192 |
|
|
2022
Q2 | $18K | Buy |
520
+90
| +21% | +$3.12K | 0.01% | 206 |
|
|
2022
Q1 | $15K | Hold |
430
| – | – | 0.01% | 227 |
|
|
2021
Q4 | $15K | Buy |
430
+100
| +30% | +$3.49K | 0.01% | 227 |
|
|
2021
Q3 | $17K | Buy |
+330
| New | +$17K | 0.01% | 217 |
|