Pinnacle Associates’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 | $819K | Buy |
10,286
+116
| +1% | +$9.24K | 0.01% | 545 |
|
2025
Q1 | $702K | Buy |
10,170
+4,661
| +85% | +$322K | 0.01% | 548 |
|
2024
Q4 | $535K | Sell |
5,509
-328
| -6% | -$31.8K | 0.01% | 589 |
|
2024
Q3 | $241K | Buy |
5,837
+287
| +5% | +$11.8K | ﹤0.01% | 733 |
|
2024
Q2 | $270K | Sell |
5,550
-211
| -4% | -$10.3K | ﹤0.01% | 711 |
|
2024
Q1 | $276K | Sell |
5,761
-76
| -1% | -$3.64K | ﹤0.01% | 718 |
|
2023
Q4 | $241K | Sell |
5,837
-154
| -3% | -$6.35K | ﹤0.01% | 743 |
|
2023
Q3 | $253K | Sell |
5,991
-1,200
| -17% | -$50.8K | ﹤0.01% | 704 |
|
2023
Q2 | $395K | Buy |
7,191
+1,395
| +24% | +$76.5K | 0.01% | 616 |
|
2023
Q1 | $256K | Buy |
5,796
+50
| +0.9% | +$2.21K | 0.01% | 663 |
|
2022
Q4 | $217K | Sell |
5,746
-4,363
| -43% | -$164K | ﹤0.01% | 692 |
|
2022
Q3 | $329K | Sell |
10,109
-182
| -2% | -$5.92K | 0.01% | 579 |
|
2022
Q2 | $365K | Buy |
10,291
+197
| +2% | +$6.99K | 0.01% | 568 |
|
2022
Q1 | $468K | Buy |
10,094
+1,185
| +13% | +$54.9K | 0.01% | 578 |
|
2021
Q4 | $390K | Buy |
+8,909
| New | +$390K | 0.01% | 609 |
|
2020
Q1 | – | Sell |
-21,239
| Closed | -$1.87M | – | 719 |
|
2019
Q4 | $1.87M | Buy |
21,239
+2,050
| +11% | +$181K | 0.04% | 317 |
|
2019
Q3 | $1.7M | Hold |
19,189
| – | – | 0.04% | 327 |
|
2019
Q2 | $1.68M | Buy |
19,189
+200
| +1% | +$17.5K | 0.04% | 330 |
|
2019
Q1 | $1.52M | Hold |
18,989
| – | – | 0.03% | 345 |
|
2018
Q4 | $1.59M | Sell |
18,989
-375
| -2% | -$31.4K | 0.04% | 328 |
|
2018
Q3 | $1.73M | Hold |
19,364
| – | – | 0.04% | 333 |
|
2018
Q2 | $1.35M | Hold |
19,364
| – | – | 0.03% | 364 |
|
2018
Q1 | $1.35M | Sell |
19,364
-500
| -3% | -$34.7K | 0.03% | 358 |
|
2017
Q4 | $1.34M | Buy |
19,864
+60
| +0.3% | +$4.05K | 0.03% | 351 |
|
2017
Q3 | $1.21M | Sell |
19,804
-7,450
| -27% | -$454K | 0.02% | 374 |
|
2017
Q2 | $2.05M | Hold |
27,254
| – | – | 0.04% | 301 |
|
2017
Q1 | $1.93M | Buy |
27,254
+2,200
| +9% | +$155K | 0.04% | 319 |
|
2016
Q4 | $1.83M | Sell |
25,054
-1,000
| -4% | -$72.9K | 0.04% | 313 |
|
2016
Q3 | $1.37M | Sell |
26,054
-3,500
| -12% | -$184K | 0.03% | 341 |
|
2016
Q2 | $1.21M | Sell |
29,554
-10,059
| -25% | -$413K | 0.03% | 346 |
|
2016
Q1 | $2.37M | Buy |
39,613
+1,800
| +5% | +$108K | 0.05% | 268 |
|
2015
Q4 | $2.17M | Hold |
37,813
| – | – | 0.05% | 270 |
|
2015
Q3 | $2.01M | Buy |
37,813
+2,025
| +6% | +$107K | 0.04% | 278 |
|
2015
Q2 | $1.9M | Buy |
35,788
+1,000
| +3% | +$53K | 0.04% | 293 |
|
2015
Q1 | $2.34M | Hold |
34,788
| – | – | 0.04% | 269 |
|
2014
Q4 | $2.33M | Sell |
34,788
-2,542
| -7% | -$170K | 0.05% | 265 |
|
2014
Q3 | $1.75M | Hold |
37,330
| – | – | 0.04% | 295 |
|
2014
Q2 | $1.53M | Buy |
37,330
+646
| +2% | +$26.5K | 0.03% | 314 |
|
2014
Q1 | $1.64M | Buy |
36,684
+552
| +2% | +$24.6K | 0.03% | 298 |
|
2013
Q4 | $1.37M | Buy |
36,132
+3,500
| +11% | +$132K | 0.03% | 326 |
|
2013
Q3 | $1M | Buy |
32,632
+4,000
| +14% | +$123K | 0.02% | 349 |
|
2013
Q2 | $896K | Buy |
+28,632
| New | +$896K | 0.02% | 348 |
|