SOA Wealth Advisors’s United Airlines UAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.9K | Hold |
225
| – | – | ﹤0.01% | 520 |
|
|
2025
Q1 | $15.5K | Hold |
225
| – | – | ﹤0.01% | 510 |
|
|
2024
Q4 | $21.8K | Hold |
225
| – | – | ﹤0.01% | 444 |
|
|
2024
Q3 | $12.8K | Hold |
225
| – | – | ﹤0.01% | 508 |
|
|
2024
Q2 | $10.9K | Hold |
225
| – | – | ﹤0.01% | 526 |
|
|
2024
Q1 | $10.8K | Sell |
225
-14
| -6% | -$670 | ﹤0.01% | 528 |
|
|
2023
Q4 | $9.86K | Buy |
239
+14
| +6% | +$578 | ﹤0.01% | 525 |
|
|
2023
Q3 | $9.52K | Hold |
225
| – | – | ﹤0.01% | 528 |
|
|
2023
Q2 | $12.3K | Hold |
225
| – | – | ﹤0.01% | 508 |
|
|
2023
Q1 | $9.96K | Hold |
225
| – | – | ﹤0.01% | 524 |
|
|
2022
Q4 | $8.48K | Hold |
225
| – | – | ﹤0.01% | 545 |
|
|
2022
Q3 | $7K | Sell |
225
-1
| -0.4% | -$31 | ﹤0.01% | 566 |
|
|
2022
Q2 | $8K | Buy |
226
+218
| +2,725% | +$7.72K | ﹤0.01% | 536 |
|
|
2022
Q1 | $0 | Sell |
8
-225
| -97% | – | ﹤0.01% | 1016 |
|
|
2021
Q4 | $10K | Hold |
233
| – | – | ﹤0.01% | 577 |
|
|
2021
Q3 | $11K | Hold |
233
| – | – | ﹤0.01% | 576 |
|
|
2021
Q2 | $12K | Hold |
233
| – | – | ﹤0.01% | 553 |
|
|
2021
Q1 | $13K | Sell |
233
-321
| -58% | -$17.9K | ﹤0.01% | 475 |
|
|
2020
Q4 | $24K | Buy |
+554
| New | +$24K | 0.01% | 373 |
|