Sequoia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Buy |
5,939
+2,884
| +94% | +$230K | ﹤0.01% | 1012 |
|
|
2025
Q1 | $211K | Buy |
3,055
+123
| +4% | +$8.49K | ﹤0.01% | 1234 |
|
|
2024
Q4 | $285K | Buy |
+2,932
| New | +$285K | ﹤0.01% | 1038 |
|
|
2022
Q2 | – | Sell |
-5,419
| Closed | -$251K | – | 681 |
|
|
2022
Q1 | $251K | Buy |
+5,419
| New | +$251K | 0.01% | 555 |
|
|
2021
Q2 | – | Sell |
-3,672
| Closed | -$211K | – | 485 |
|
|
2021
Q1 | $211K | Buy |
+3,672
| New | +$211K | 0.01% | 407 |
|