Phoenix Financial’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 | $1.02M | Buy |
+12,867
| New | +$1.02M | 0.01% | 236 |
|
2024
Q1 | – | Sell |
-41,659
| Closed | -$1.94M | – | 447 |
|
2023
Q4 | $1.94M | Buy |
41,659
+3,915
| +10% | +$182K | 0.03% | 192 |
|
2023
Q3 | $1.6M | Buy |
37,744
+23,966
| +174% | +$1.01M | 0.03% | 189 |
|
2023
Q2 | $756K | Buy |
+13,778
| New | +$756K | 0.02% | 225 |
|