Modera Wealth Management’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
$372K Buy
4,676
+36
+0.8% +$2.87K ﹤0.01% 494
2025
Q1
$320K Buy
4,640
+198
+4% +$13.7K ﹤0.01% 502
2024
Q4
$431K Buy
4,442
+137
+3% +$13.3K 0.01% 463
2024
Q3
$246K Buy
4,305
+2
+0% +$114 ﹤0.01% 536
2024
Q2
$209K Buy
+4,303
New +$209K ﹤0.01% 541