Plante Moran Financial Advisors’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-968
| Closed | -$46.3K | – | 900 |
|
|
2024
Q1 | $46.3K | Hold |
968
| – | – | 0.01% | 357 |
|
|
2023
Q4 | $39.9K | Sell |
968
-155
| -14% | -$6.4K | ﹤0.01% | 350 |
|
|
2023
Q3 | $47.5K | Hold |
1,123
| – | – | 0.01% | 299 |
|
|
2023
Q2 | $61.6K | Sell |
1,123
-250
| -18% | -$13.7K | 0.01% | 275 |
|
|
2023
Q1 | $60.8K | Buy |
1,373
+198
| +17% | +$8.76K | 0.01% | 269 |
|
|
2022
Q4 | $44.3K | Buy |
1,175
+2
| +0.2% | +$75 | 0.01% | 327 |
|
|
2022
Q3 | $38K | Buy |
1,173
+50
| +4% | +$1.62K | 0.01% | 348 |
|
|
2022
Q2 | $40K | Hold |
1,123
| – | – | 0.01% | 344 |
|
|
2022
Q1 | $52K | Buy |
1,123
+155
| +16% | +$7.18K | 0.01% | 329 |
|
|
2021
Q4 | $42K | Hold |
968
| – | – | 0.01% | 399 |
|
|
2021
Q3 | $46K | Sell |
968
-2,000
| -67% | -$95K | 0.01% | 400 |
|
|
2021
Q2 | $155K | Hold |
2,968
| – | – | 0.04% | 208 |
|
|
2021
Q1 | $171K | Buy |
2,968
+968
| +48% | +$55.8K | 0.05% | 191 |
|
|
2020
Q4 | $86K | Hold |
2,000
| – | – | 0.03% | 273 |
|
|
2020
Q3 | $70K | Hold |
2,000
| – | – | 0.02% | 270 |
|
|
2020
Q2 | $69K | Buy |
2,000
+800
| +67% | +$27.6K | 0.03% | 251 |
|
|
2020
Q1 | $38K | Buy |
+1,200
| New | +$38K | 0.02% | 300 |
|
|
2016
Q3 | – | Sell |
-54
| Closed | -$2K | – | 988 |
|
|
2016
Q2 | $2K | Hold |
54
| – | – | ﹤0.01% | 814 |
|
|
2016
Q1 | $3K | Buy |
+54
| New | +$3K | ﹤0.01% | 676 |
|
|
2015
Q4 | – | Sell |
-158
| Closed | -$8K | – | 994 |
|
|
2015
Q3 | $8K | Buy |
+158
| New | +$8K | 0.01% | 517 |
|
|
2014
Q3 | – | Sell |
-67
| Closed | -$3K | – | 853 |
|
|
2014
Q2 | $3K | Hold |
67
| – | – | ﹤0.01% | 735 |
|
|
2014
Q1 | $3K | Hold |
67
| – | – | ﹤0.01% | 538 |
|
|
2013
Q4 | $3K | Hold |
67
| – | – | ﹤0.01% | 599 |
|
|
2013
Q3 | $2K | Hold |
67
| – | – | ﹤0.01% | 568 |
|
|
2013
Q2 | $2K | Buy |
+67
| New | +$2K | ﹤0.01% | 551 |
|