Orion Portfolio Solutions’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 | $269K | Sell |
3,889
-3,790
| -49% | -$262K | ﹤0.01% | 1676 |
|
|
2024
Q4 | $746K | Buy |
7,679
+3,855
| +101% | +$374K | 0.01% | 1197 |
|
|
2024
Q3 | $218K | Buy |
+3,824
| New | +$218K | ﹤0.01% | 1671 |
|
|
2024
Q2 | – | Sell |
-20,597
| Closed | -$986K | – | 1804 |
|
|
2024
Q1 | $986K | Buy |
20,597
+132
| +0.6% | +$6.32K | 0.01% | 990 |
|
|
2023
Q4 | $878K | Sell |
20,465
-15,886
| -44% | -$682K | 0.01% | 1005 |
|
|
2023
Q3 | $1.54M | Buy |
+36,351
| New | +$1.54M | 0.02% | 726 |
|
|
2020
Q3 | – | Sell |
-860
| Closed | -$30K | – | 1933 |
|
|
2020
Q2 | $30K | Buy |
860
+592
| +221% | +$20.7K | ﹤0.01% | 837 |
|
|
2020
Q1 | $8K | Sell |
268
-137
| -34% | -$4.09K | ﹤0.01% | 1169 |
|
|
2019
Q4 | $36K | Buy |
+405
| New | +$36K | ﹤0.01% | 620 |
|