Mutual 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
Q1
Sell
-10,581
Closed -$1.12M 1161
2024
Q4
$1.12M Sell
10,581
-4,119
-28% -$437K 0.03% 446
2024
Q3
$1.1M Sell
14,700
-292
-2% -$21.8K 0.03% 452
2024
Q2
$701K Sell
14,992
-21
-0.1% -$982 0.02% 600
2024
Q1
$719K Sell
15,013
-2
-0% -$96 0.02% 584
2023
Q4
$620K Buy
+15,015
New +$620K 0.02% 598