Montag & Associates’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-515
| Closed | -$21.2K | – | 1008 |
|
|
2023
Q4 | $21.2K | Hold |
515
| – | – | ﹤0.01% | 685 |
|
|
2023
Q3 | $21.8K | Hold |
515
| – | – | ﹤0.01% | 659 |
|
|
2023
Q2 | $28.3K | Hold |
515
| – | – | ﹤0.01% | 632 |
|
|
2023
Q1 | $22.8K | Hold |
515
| – | – | ﹤0.01% | 650 |
|
|
2022
Q4 | $19.4K | Hold |
515
| – | – | ﹤0.01% | 663 |
|
|
2022
Q3 | $17K | Sell |
515
-585
| -53% | -$19.3K | ﹤0.01% | 679 |
|
|
2022
Q2 | $39K | Hold |
1,100
| – | – | ﹤0.01% | 565 |
|
|
2022
Q1 | $51K | Hold |
1,100
| – | – | ﹤0.01% | 556 |
|
|
2021
Q4 | $48K | Hold |
1,100
| – | – | ﹤0.01% | 574 |
|
|
2021
Q3 | $52K | Hold |
1,100
| – | – | ﹤0.01% | 559 |
|
|
2021
Q2 | $58K | Hold |
1,100
| – | – | ﹤0.01% | 534 |
|
|
2021
Q1 | $63K | Hold |
1,100
| – | – | ﹤0.01% | 526 |
|
|
2020
Q4 | $48K | Buy |
+1,100
| New | +$48K | ﹤0.01% | 545 |
|