NorthRock Partners’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 | $329K | Buy |
+4,130
| New | +$329K | 0.01% | 509 |
|
|
2025
Q1 | – | Sell |
-3,059
| Closed | -$297K | – | 883 |
|
|
2024
Q4 | $297K | Sell |
3,059
-759
| -20% | -$73.7K | 0.01% | 472 |
|
|
2024
Q3 | $218K | Buy |
+3,818
| New | +$218K | 0.01% | 583 |
|
|
2023
Q2 | – | Sell |
-7,337
| Closed | -$325K | – | 345 |
|
|
2023
Q1 | $325K | Sell |
7,337
-862
| -11% | -$38.1K | 0.03% | 210 |
|
|
2022
Q4 | $309K | Buy |
8,199
+1,655
| +25% | +$62.4K | 0.04% | 246 |
|
|
2022
Q3 | $213K | Buy |
+6,544
| New | +$213K | 0.02% | 280 |
|