Mount Yale Investment Advisors’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
$288K Sell
3,619
-6,330
-64% -$504K 0.02% 468
2025
Q1
$687K Sell
9,949
-1,180
-11% -$81.5K 0.06% 263
2024
Q4
$1.08M Buy
+11,129
New +$1.08M 0.09% 186