Stratos Wealth Partners’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 | $1.36M | Buy |
17,108
+1,719
| +11% | +$137K | 0.02% | 604 |
|
2025
Q1 | $1.06M | Buy |
15,389
+1,617
| +12% | +$112K | 0.02% | 634 |
|
2024
Q4 | $1.34M | Sell |
13,772
-3,583
| -21% | -$348K | 0.02% | 588 |
|
2024
Q3 | $990K | Buy |
17,355
+1,063
| +7% | +$60.7K | 0.01% | 686 |
|
2024
Q2 | $793K | Buy |
16,292
+1,619
| +11% | +$78.8K | 0.01% | 731 |
|
2024
Q1 | $703K | Sell |
14,673
-2,761
| -16% | -$132K | 0.01% | 768 |
|
2023
Q4 | $719K | Buy |
17,434
+932
| +6% | +$38.5K | 0.01% | 736 |
|
2023
Q3 | $698K | Sell |
16,502
-1,407
| -8% | -$59.5K | 0.02% | 684 |
|
2023
Q2 | $983K | Buy |
17,909
+3,084
| +21% | +$169K | 0.02% | 536 |
|
2023
Q1 | $656K | Sell |
14,825
-3,893
| -21% | -$172K | 0.02% | 599 |
|
2022
Q4 | $706K | Sell |
18,718
-254
| -1% | -$9.58K | 0.02% | 612 |
|
2022
Q3 | $617K | Sell |
18,972
-1,677
| -8% | -$54.5K | 0.02% | 616 |
|
2022
Q2 | $731K | Sell |
20,649
-148
| -0.7% | -$5.24K | 0.02% | 595 |
|
2022
Q1 | $964K | Buy |
20,797
+173
| +0.8% | +$8.02K | 0.02% | 569 |
|
2021
Q4 | $903K | Sell |
20,624
-761
| -4% | -$33.3K | 0.02% | 586 |
|
2021
Q3 | $1.02M | Sell |
21,385
-31
| -0.1% | -$1.47K | 0.03% | 521 |
|
2021
Q2 | $1.12M | Buy |
21,416
+5,708
| +36% | +$299K | 0.03% | 509 |
|
2021
Q1 | $904K | Sell |
15,708
-5,497
| -26% | -$316K | 0.03% | 528 |
|
2020
Q4 | $917K | Buy |
21,205
+4,296
| +25% | +$186K | 0.03% | 471 |
|
2020
Q3 | $588K | Sell |
16,909
-407
| -2% | -$14.2K | 0.02% | 566 |
|
2020
Q2 | $599K | Buy |
17,316
+8,997
| +108% | +$311K | 0.02% | 532 |
|
2020
Q1 | $262K | Buy |
+8,319
| New | +$262K | 0.01% | 729 |
|
2018
Q4 | – | Sell |
-936
| Closed | -$83K | – | 2394 |
|
2018
Q3 | $83K | Buy |
+936
| New | +$83K | ﹤0.01% | 1230 |
|
2018
Q2 | – | Sell |
-1,011
| Closed | -$70K | – | 2472 |
|
2018
Q1 | $70K | Sell |
1,011
-1,071
| -51% | -$74.2K | ﹤0.01% | 1397 |
|
2017
Q4 | $140K | Buy |
+2,082
| New | +$140K | 0.01% | 1021 |
|
2017
Q3 | – | Sell |
-2,859
| Closed | -$215K | – | 963 |
|
2017
Q2 | $215K | Buy |
+2,859
| New | +$215K | 0.01% | 744 |
|