Seamount Financial Group’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
$617K Buy
7,744
+1,056
+16% +$84.1K 0.32% 73
2025
Q1
$462K Sell
6,688
-856
-11% -$59.1K 0.31% 71
2024
Q4
$733K Sell
7,544
-651
-8% -$63.2K 0.51% 52
2024
Q3
$468K Buy
8,195
+302
+4% +$17.2K 0.35% 66
2024
Q2
$384K Hold
7,893
0.31% 68
2024
Q1
$378K Hold
7,893
0.33% 66
2023
Q4
$326K Buy
+7,893
New +$326K 0.31% 68