Mosaic Financial Group’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 | $373K | Hold |
4,689
| – | – | 0.29% | 74 |
|
|
2025
Q1 | $324K | Hold |
4,689
| – | – | 0.26% | 80 |
|
|
2024
Q4 | $455K | Hold |
4,689
| – | – | 0.33% | 65 |
|
|
2024
Q3 | $268K | Hold |
4,689
| – | – | 0.19% | 98 |
|
|
2024
Q2 | $228K | Hold |
4,689
| – | – | 0.16% | 111 |
|
|
2024
Q1 | $225K | Buy |
+4,689
| New | +$225K | 0.18% | 111 |
|