LBMC Investment 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 | $340K | Hold |
4,267
| – | – | 0.02% | 159 |
|
|
2025
Q1 | $295K | Hold |
4,267
| – | – | 0.02% | 162 |
|
|
2024
Q4 | $414K | Hold |
4,267
| – | – | 0.03% | 129 |
|
|
2024
Q3 | $243K | Hold |
4,267
| – | – | 0.02% | 173 |
|
|
2024
Q2 | $208K | Hold |
4,267
| – | – | 0.02% | 181 |
|
|
2024
Q1 | $204K | Buy |
+4,267
| New | +$204K | 0.02% | 178 |
|
|
2023
Q3 | – | Sell |
-4,450
| Closed | -$244K | – | 166 |
|
|
2023
Q2 | $244K | Sell |
4,450
-443
| -9% | -$24.3K | 0.02% | 141 |
|
|
2023
Q1 | $217K | Buy |
+4,893
| New | +$217K | 0.02% | 153 |
|
|
2022
Q2 | – | Sell |
-4,893
| Closed | -$227K | – | 165 |
|
|
2022
Q1 | $227K | Hold |
4,893
| – | – | 0.02% | 148 |
|
|
2021
Q4 | $214K | Sell |
4,893
-2,387
| -33% | -$104K | 0.02% | 158 |
|
|
2021
Q3 | $233 | Buy |
7,280
+2,387
| +49% | +$76 | 0.02% | 150 |
|
|
2021
Q2 | $256K | Hold |
4,893
| – | – | 0.02% | 141 |
|
|
2021
Q1 | $282K | Sell |
4,893
-250
| -5% | -$14.4K | 0.03% | 107 |
|
|
2020
Q4 | $222K | Buy |
+5,143
| New | +$222K | 0.03% | 123 |
|