One Wealth 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 | $376K | Buy |
4,720
+715
| +18% | +$56.9K | 0.05% | 195 |
|
|
2025
Q1 | $277K | Buy |
4,005
+1,914
| +92% | +$132K | 0.04% | 227 |
|
|
2024
Q4 | $203K | Buy |
+2,091
| New | +$203K | 0.03% | 240 |
|
|
2019
Q2 | – | Sell |
-2,021
| Closed | -$161K | – | 467 |
|
|
2019
Q1 | $161K | Buy |
+2,021
| New | +$161K | 0.13% | 140 |
|
|
2018
Q2 | – | Sell |
-2,964
| Closed | -$206K | – | 602 |
|
|
2018
Q1 | $206K | Sell |
2,964
-2,639
| -47% | -$183K | 0.18% | 112 |
|
|
2017
Q4 | $378K | Buy |
+5,603
| New | +$378K | 0.31% | 48 |
|