Montag & Associates’s United Airlines UAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$869 Buy
2024
Q1
Sell
2023
Q4
$21.2K Hold
2023
Q3
$21.8K Hold
2023
Q2
$28.3K Hold
2023
Q1
$22.8K Hold
2022
Q4
$19.4K Hold
2022
Q3
$17K Sell
2022
Q2
$39K Hold
2022
Q1
$51K Hold
2021
Q4
$48K Hold
2021
Q3
$52K Hold
2021
Q2
$58K Hold
2021
Q1
$63K Hold
2020
Q4
$48K Buy