LCM
Leisure Capital Management’s United Airlines UAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,311
| Closed | -$224K | – | 150 |
|
|
2024
Q4 | $224K | Buy |
+2,311
| New | +$224K | 0.09% | 132 |
|
|
2021
Q4 | – | Sell |
-4,241
| Closed | -$202K | – | 162 |
|
|
2021
Q3 | $202K | Sell |
4,241
-955
| -18% | -$45.5K | 0.11% | 140 |
|
|
2021
Q2 | $272K | Hold |
5,196
| – | – | 0.15% | 120 |
|
|
2021
Q1 | $299K | Hold |
5,196
| – | – | 0.18% | 114 |
|
|
2020
Q4 | $225K | Buy |
+5,196
| New | +$225K | 0.15% | 123 |
|
|
2020
Q3 | – | Sell |
-5,835
| Closed | -$202K | – | 126 |
|
|
2020
Q2 | $202K | Sell |
5,835
-5,165
| -47% | -$179K | 0.16% | 119 |
|
|
2020
Q1 | $347K | Sell |
11,000
-318
| -3% | -$10K | 0.33% | 97 |
|
|
2019
Q4 | $997K | Hold |
11,318
| – | – | 0.8% | 33 |
|
|
2019
Q3 | $1M | Sell |
11,318
-356
| -3% | -$31.5K | 0.84% | 31 |
|
|
2019
Q2 | $1.02M | Sell |
11,674
-676
| -5% | -$59.2K | 0.9% | 31 |
|
|
2019
Q1 | $985K | Sell |
12,350
-623
| -5% | -$49.7K | 0.83% | 32 |
|
|
2018
Q4 | $1.09M | Sell |
12,973
-539
| -4% | -$45.1K | 1.02% | 25 |
|
|
2018
Q3 | $1.2M | Sell |
13,512
-711
| -5% | -$63.3K | 0.98% | 26 |
|
|
2018
Q2 | $992K | Sell |
14,223
-7,953
| -36% | -$555K | 0.85% | 32 |
|
|
2018
Q1 | $1.54M | Sell |
22,176
-6,174
| -22% | -$429K | 1.35% | 24 |
|
|
2017
Q4 | $1.91M | Sell |
28,350
-454
| -2% | -$30.6K | 1.59% | 22 |
|
|
2017
Q3 | $1.75M | Sell |
28,804
-725
| -2% | -$44.1K | 1.54% | 26 |
|
|
2017
Q2 | $2.22M | Sell |
29,529
-1,326
| -4% | -$99.8K | 1.98% | 15 |
|
|
2017
Q1 | $2.18M | Sell |
30,855
-518
| -2% | -$36.6K | 1.94% | 16 |
|
|
2016
Q4 | $2.29M | Sell |
31,373
-3,427
| -10% | -$250K | 2.06% | 15 |
|
|
2016
Q3 | $1.83M | Buy |
34,800
+65
| +0.2% | +$3.41K | 1.71% | 26 |
|
|
2016
Q2 | $1.43M | Sell |
34,735
-95
| -0.3% | -$3.9K | 1.4% | 31 |
|
|
2016
Q1 | $2.09M | Sell |
34,830
-406
| -1% | -$24.3K | 2.07% | 16 |
|
|
2015
Q4 | $2.02M | Buy |
35,236
+683
| +2% | +$39.1K | 1.84% | 18 |
|
|
2015
Q3 | $1.83M | Sell |
34,553
-771
| -2% | -$40.9K | 1.99% | 16 |
|
|
2015
Q2 | $1.87M | Buy |
35,324
+418
| +1% | +$22.2K | 1.85% | 21 |
|
|
2015
Q1 | $2.35M | Sell |
34,906
-483
| -1% | -$32.5K | 2.3% | 9 |
|
|
2014
Q4 | $2.37M | Buy |
+35,389
| New | +$2.37M | 2.28% | 9 |
|