Spire Wealth Management’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
$209K Sell
2,624
-898
-25% -$71.5K 0.01% 755
2025
Q1
$243K Sell
3,522
-4
-0.1% -$276 0.01% 774
2024
Q4
$342K Sell
3,526
-97
-3% -$9.42K 0.01% 673
2024
Q3
$207K Buy
3,623
+430
+13% +$24.5K 0.01% 722
2024
Q2
$155K Sell
3,193
-2,101
-40% -$102K 0.01% 778
2024
Q1
$253K Buy
5,294
+721
+16% +$34.5K ﹤0.01% 709
2023
Q4
$178K Sell
4,573
-392
-8% -$15.2K 0.01% 796
2023
Q3
$210K Sell
4,965
-1,051
-17% -$44.5K 0.01% 697
2023
Q2
$330K Sell
6,016
-621
-9% -$34.1K 0.01% 592
2023
Q1
$294K Buy
6,637
+305
+5% +$13.5K 0.01% 619
2022
Q4
$239K Sell
6,332
-3,076
-33% -$116K 0.01% 511
2022
Q3
$306K Sell
9,408
-3,944
-30% -$128K 0.02% 436
2022
Q2
$473K Sell
13,352
-6,423
-32% -$228K 0.02% 492
2022
Q1
$917K Buy
19,775
+28
+0.1% +$1.3K 0.02% 403
2021
Q4
$865K Buy
19,747
+2,347
+13% +$103K 0.02% 512
2021
Q3
$828K Sell
17,400
-4,462
-20% -$212K 0.02% 456
2021
Q2
$1.14M Sell
21,862
-500
-2% -$26.1K 0.03% 391
2021
Q1
$1.29M Buy
+22,362
New +$1.29M 0.03% 374