LNWWM
Laird Norton Wetherby Wealth Management’s United Airlines UAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
+2,981
| New | +$237K | 0.01% | 813 |
|
|
2024
Q4 | $298K | Sell |
3,064
-443
| -13% | -$43K | 0.01% | 702 |
|
|
2024
Q3 | $200K | Buy |
+3,507
| New | +$200K | 0.01% | 873 |
|
|
2023
Q3 | – | Sell |
-3,872
| Closed | -$212K | – | 955 |
|
|
2023
Q2 | $212K | Buy |
+3,872
| New | +$212K | 0.01% | 824 |
|
|
2022
Q2 | – | Sell |
-4,686
| Closed | -$217K | – | 964 |
|
|
2022
Q1 | $217K | Buy |
+4,686
| New | +$217K | 0.01% | 830 |
|
|
2021
Q4 | – | Sell |
-4,194
| Closed | -$200K | – | 936 |
|
|
2021
Q3 | $200K | Sell |
4,194
-106
| -2% | -$5.06K | 0.01% | 849 |
|
|
2021
Q2 | $225K | Buy |
4,300
+23
| +0.5% | +$1.2K | 0.01% | 809 |
|
|
2021
Q1 | $246K | Buy |
+4,277
| New | +$246K | 0.02% | 683 |
|
|
2020
Q1 | – | Sell |
-3,645
| Closed | -$321K | – | 742 |
|
|
2019
Q4 | $321K | Buy |
3,645
+371
| +11% | +$32.7K | 0.03% | 522 |
|
|
2019
Q3 | $289K | Sell |
3,274
-12
| -0.4% | -$1.06K | 0.03% | 559 |
|
|
2019
Q2 | $288K | Buy |
3,286
+191
| +6% | +$16.7K | 0.03% | 550 |
|
|
2019
Q1 | $247K | Sell |
3,095
-149
| -5% | -$11.9K | 0.03% | 562 |
|
|
2018
Q4 | $272K | Buy |
3,244
+8
| +0.2% | +$671 | 0.04% | 496 |
|
|
2018
Q3 | $288K | Sell |
3,236
-6
| -0.2% | -$534 | 0.04% | 509 |
|
|
2018
Q2 | $226K | Buy |
3,242
+100
| +3% | +$6.97K | 0.03% | 566 |
|
|
2018
Q1 | $218K | Buy |
3,142
+52
| +2% | +$3.61K | 0.03% | 585 |
|
|
2017
Q4 | $208K | Buy |
+3,090
| New | +$208K | 0.03% | 592 |
|
|
2017
Q3 | – | Sell |
-3,271
| Closed | -$246K | – | 643 |
|
|
2017
Q2 | $246K | Buy |
3,271
+47
| +1% | +$3.54K | 0.04% | 482 |
|
|
2017
Q1 | $228K | Sell |
3,224
-101
| -3% | -$7.14K | 0.04% | 493 |
|
|
2016
Q4 | $242K | Buy |
+3,325
| New | +$242K | 0.05% | 460 |
|