Northwestern Mutual Wealth Management’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 | $2.18M | Sell |
27,324
-350
| -1% | -$27.9K | ﹤0.01% | 916 |
|
2025
Q1 | $1.91M | Sell |
27,674
-19,970
| -42% | -$1.38M | ﹤0.01% | 920 |
|
2024
Q4 | $4.63M | Buy |
47,644
+27,543
| +137% | +$2.67M | ﹤0.01% | 641 |
|
2024
Q3 | $1.15M | Buy |
20,101
+7,300
| +57% | +$417K | ﹤0.01% | 1012 |
|
2024
Q2 | $623K | Sell |
12,801
-619
| -5% | -$30.1K | ﹤0.01% | 1182 |
|
2024
Q1 | $643K | Buy |
13,420
+2,219
| +20% | +$106K | ﹤0.01% | 1160 |
|
2023
Q4 | $462K | Sell |
11,201
-2,599
| -19% | -$107K | ﹤0.01% | 1235 |
|
2023
Q3 | $584K | Buy |
13,800
+1,919
| +16% | +$81.2K | ﹤0.01% | 1100 |
|
2023
Q2 | $652K | Sell |
11,881
-4,340
| -27% | -$238K | ﹤0.01% | 1072 |
|
2023
Q1 | $718K | Buy |
16,221
+648
| +4% | +$28.7K | ﹤0.01% | 1023 |
|
2022
Q4 | $587K | Sell |
15,573
-1,672
| -10% | -$63K | ﹤0.01% | 1047 |
|
2022
Q3 | $562K | Sell |
17,245
-339
| -2% | -$11K | ﹤0.01% | 1001 |
|
2022
Q2 | $623K | Sell |
17,584
-799
| -4% | -$28.3K | ﹤0.01% | 963 |
|
2022
Q1 | $853K | Sell |
18,383
-9,414
| -34% | -$437K | ﹤0.01% | 901 |
|
2021
Q4 | $1.22M | Buy |
27,797
+1,423
| +5% | +$62.3K | ﹤0.01% | 768 |
|
2021
Q3 | $1.25M | Buy |
26,374
+2,861
| +12% | +$136K | ﹤0.01% | 701 |
|
2021
Q2 | $1.23M | Sell |
23,513
-2,250
| -9% | -$118K | ﹤0.01% | 696 |
|
2021
Q1 | $1.48M | Buy |
25,763
+2,249
| +10% | +$129K | ﹤0.01% | 592 |
|
2020
Q4 | $1.02M | Buy |
23,514
+265
| +1% | +$11.5K | ﹤0.01% | 640 |
|
2020
Q3 | $808K | Buy |
23,249
+1,593
| +7% | +$55.4K | ﹤0.01% | 633 |
|
2020
Q2 | $750K | Buy |
21,656
+4,394
| +25% | +$152K | ﹤0.01% | 605 |
|
2020
Q1 | $544K | Buy |
17,262
+9,238
| +115% | +$291K | ﹤0.01% | 618 |
|
2019
Q4 | $707K | Buy |
8,024
+214
| +3% | +$18.9K | ﹤0.01% | 602 |
|
2019
Q3 | $690K | Sell |
7,810
-6
| -0.1% | -$530 | ﹤0.01% | 560 |
|
2019
Q2 | $684K | Sell |
7,816
-200
| -2% | -$17.5K | ﹤0.01% | 554 |
|
2019
Q1 | $640K | Sell |
8,016
-477
| -6% | -$38.1K | ﹤0.01% | 557 |
|
2018
Q4 | $711K | Sell |
8,493
-185
| -2% | -$15.5K | ﹤0.01% | 485 |
|
2018
Q3 | $773K | Sell |
8,678
-404
| -4% | -$36K | ﹤0.01% | 474 |
|
2018
Q2 | $633K | Buy |
9,082
+2,959
| +48% | +$206K | ﹤0.01% | 490 |
|
2018
Q1 | $425K | Sell |
6,123
-364
| -6% | -$25.3K | ﹤0.01% | 551 |
|
2017
Q4 | $437K | Buy |
6,487
+4,820
| +289% | +$325K | ﹤0.01% | 543 |
|
2017
Q3 | $101K | Buy |
1,667
+81
| +5% | +$4.91K | ﹤0.01% | 883 |
|
2017
Q2 | $119K | Sell |
1,586
-6,027
| -79% | -$452K | ﹤0.01% | 828 |
|
2017
Q1 | $538K | Sell |
7,613
-677
| -8% | -$47.8K | ﹤0.01% | 437 |
|
2016
Q4 | $604K | Buy |
+8,290
| New | +$604K | 0.01% | 410 |
|
2016
Q3 | – | Sell |
-3,546
| Closed | -$145K | – | 1440 |
|
2016
Q2 | $145K | Buy |
3,546
+1,700
| +92% | +$69.5K | ﹤0.01% | 642 |
|
2016
Q1 | $110K | Buy |
1,846
+1,235
| +202% | +$73.6K | ﹤0.01% | 677 |
|
2015
Q4 | $35K | Buy |
611
+479
| +363% | +$27.4K | ﹤0.01% | 865 |
|
2015
Q3 | $7K | Buy |
132
+8
| +6% | +$424 | ﹤0.01% | 1174 |
|
2015
Q2 | $7K | Buy |
124
+29
| +31% | +$1.64K | ﹤0.01% | 1072 |
|
2015
Q1 | $6K | Buy |
+95
| New | +$6K | ﹤0.01% | 1158 |
|
2014
Q3 | – | Sell |
-1,911
| Closed | -$78K | – | 1456 |
|
2014
Q2 | $78K | Buy |
1,911
+1,077
| +129% | +$44K | ﹤0.01% | 525 |
|
2014
Q1 | $37K | Buy |
834
+559
| +203% | +$24.8K | ﹤0.01% | 648 |
|
2013
Q4 | $10K | Hold |
275
| – | – | ﹤0.01% | 919 |
|
2013
Q3 | $8K | Hold |
275
| – | – | ﹤0.01% | 934 |
|
2013
Q2 | $9K | Buy |
+275
| New | +$9K | ﹤0.01% | 872 |
|