SA
Strategic Advisors’s United Airlines UAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Sell |
3,000
-2
| -0.1% | -$159 | 0.05% | 156 |
|
|
2025
Q1 | $207K | Hold |
3,002
| – | – | 0.04% | 178 |
|
|
2024
Q4 | $291K | Buy |
+3,002
| New | +$291K | 0.05% | 169 |
|
|
2024
Q2 | – | Sell |
-4,500
| Closed | -$215K | – | 209 |
|
|
2024
Q1 | $215K | Buy |
+4,500
| New | +$215K | 0.04% | 190 |
|
|
2023
Q4 | – | Sell |
-9,215
| Closed | -$390K | – | 205 |
|
|
2023
Q3 | $390K | Sell |
9,215
-1,285
| -12% | -$54.4K | 0.08% | 149 |
|
|
2023
Q2 | $576K | Sell |
10,500
-4,000
| -28% | -$219K | 0.11% | 132 |
|
|
2023
Q1 | $642K | Buy |
14,500
+6,000
| +71% | +$266K | 0.13% | 124 |
|
|
2022
Q4 | $320K | Sell |
8,500
-400
| -4% | -$15.1K | 0.07% | 152 |
|
|
2022
Q3 | $289K | Sell |
8,900
-1,636
| -16% | -$53.1K | 0.06% | 151 |
|
|
2022
Q2 | $373K | Sell |
10,536
-3,500
| -25% | -$124K | 0.08% | 141 |
|
|
2022
Q1 | $650K | Sell |
14,036
-1,500
| -10% | -$69.5K | 0.11% | 128 |
|
|
2021
Q4 | $680K | Sell |
15,536
-500
| -3% | -$21.9K | 0.1% | 129 |
|
|
2021
Q3 | $762K | Sell |
16,036
-1,700
| -10% | -$80.8K | 0.16% | 118 |
|
|
2021
Q2 | $927K | Sell |
17,736
-2,400
| -12% | -$125K | 0.24% | 88 |
|
|
2021
Q1 | $1.16M | Buy |
+20,136
| New | +$1.16M | 0.34% | 68 |
|
|
2020
Q1 | – | Sell |
-29,646
| Closed | -$2.61M | – | 171 |
|
|
2019
Q4 | $2.61M | Sell |
29,646
-550
| -2% | -$48.5K | 0.91% | 25 |
|
|
2019
Q3 | $2.67M | Sell |
30,196
-200
| -0.7% | -$17.7K | 1% | 22 |
|
|
2019
Q2 | $2.66M | Hold |
30,396
| – | – | 1.01% | 27 |
|
|
2019
Q1 | $2.43M | Buy |
30,396
+2,075
| +7% | +$166K | 0.94% | 27 |
|
|
2018
Q4 | $2.37M | Sell |
28,321
-210
| -0.7% | -$17.6K | 1.04% | 30 |
|
|
2018
Q3 | $2.54M | Sell |
28,531
-2,301
| -7% | -$205K | 0.93% | 31 |
|
|
2018
Q2 | $2.15M | Sell |
30,832
-1,050
| -3% | -$73.2K | 0.86% | 31 |
|
|
2018
Q1 | $2.22M | Buy |
31,882
+10,200
| +47% | +$709K | 0.92% | 35 |
|
|
2017
Q4 | $1.46M | Sell |
21,682
-838
| -4% | -$56.5K | 0.6% | 51 |
|
|
2017
Q3 | $1.37M | Buy |
22,520
+6,550
| +41% | +$399K | 0.59% | 52 |
|
|
2017
Q2 | $1.2M | Sell |
15,970
-2,600
| -14% | -$196K | 0.55% | 55 |
|
|
2017
Q1 | $1.31M | Buy |
18,570
+600
| +3% | +$42.4K | 0.62% | 51 |
|
|
2016
Q4 | $1.31M | Hold |
17,970
| – | – | 0.69% | 51 |
|
|
2016
Q3 | $943K | Sell |
17,970
-4,486
| -20% | -$235K | 0.53% | 68 |
|
|
2016
Q2 | $922K | Buy |
22,456
+248
| +1% | +$10.2K | 0.53% | 66 |
|
|
2016
Q1 | $1.33M | Sell |
22,208
-2,090
| -9% | -$125K | 0.76% | 49 |
|
|
2015
Q4 | $1.39M | Hold |
24,298
| – | – | 0.91% | 38 |
|
|
2015
Q3 | $1.29M | Hold |
24,298
| – | – | 0.89% | 39 |
|
|
2015
Q2 | $1.29M | Buy |
+24,298
| New | +$1.29M | 0.82% | 40 |
|
|
2015
Q1 | – | Sell |
-3,305
| Closed | -$221K | – | 143 |
|
|
2014
Q4 | $221K | Buy |
+3,305
| New | +$221K | 0.14% | 120 |
|