OneDigital 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 | $443K | Buy |
5,565
+924
| +20% | +$73.6K | ﹤0.01% | 955 |
|
|
2025
Q1 | $320K | Buy |
4,641
+2,036
| +78% | +$141K | ﹤0.01% | 1065 |
|
|
2024
Q4 | $253K | Sell |
2,605
-2,474
| -49% | -$240K | ﹤0.01% | 1219 |
|
|
2024
Q3 | $290K | Sell |
5,079
-306
| -6% | -$17.5K | ﹤0.01% | 1174 |
|
|
2024
Q2 | $262K | Buy |
+5,385
| New | +$262K | ﹤0.01% | 1168 |
|
|
2021
Q4 | – | Sell |
-6,170
| Closed | -$294K | – | 804 |
|
|
2021
Q3 | $294K | Buy |
6,170
+371
| +6% | +$17.7K | 0.01% | 575 |
|
|
2021
Q2 | $303K | Sell |
5,799
-352
| -6% | -$18.4K | 0.01% | 549 |
|
|
2021
Q1 | $354K | Buy |
6,151
+794
| +15% | +$45.7K | 0.02% | 460 |
|
|
2020
Q4 | $232K | Sell |
5,357
-681
| -11% | -$29.5K | 0.01% | 552 |
|
|
2020
Q3 | $210K | Buy |
6,038
+154
| +3% | +$5.36K | 0.01% | 532 |
|
|
2020
Q2 | $204K | Buy |
+5,884
| New | +$204K | 0.01% | 536 |
|
|
2020
Q1 | – | Sell |
-4,439
| Closed | -$391K | – | 578 |
|
|
2019
Q4 | $391K | Hold |
4,439
| – | – | 0.03% | 351 |
|
|
2019
Q3 | $392K | Buy |
+4,439
| New | +$392K | 0.04% | 324 |
|