SVB Wealth’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 | $1.4M | Buy |
+17,613
| New | +$1.4M | 0.08% | 194 |
|
|
2017
Q2 | – | Sell |
-9,543
| Closed | -$674K | – | 497 |
|
|
2017
Q1 | $674K | Sell |
9,543
-490
| -5% | -$34.6K | 0.03% | 307 |
|
|
2016
Q4 | $731K | Sell |
10,033
-6,121
| -38% | -$446K | 0.03% | 292 |
|
|
2016
Q3 | $848K | Sell |
16,154
-270
| -2% | -$14.2K | 0.03% | 269 |
|
|
2016
Q2 | $674K | Sell |
16,424
-150
| -0.9% | -$6.16K | 0.03% | 301 |
|
|
2016
Q1 | $992K | Buy |
16,574
+478
| +3% | +$28.6K | 0.04% | 259 |
|
|
2015
Q4 | $922K | Buy |
16,096
+255
| +2% | +$14.6K | 0.04% | 279 |
|
|
2015
Q3 | $840K | Sell |
15,841
-175
| -1% | -$9.28K | 0.03% | 314 |
|
|
2015
Q2 | $849K | Buy |
16,016
+1,725
| +12% | +$91.4K | 0.03% | 333 |
|
|
2015
Q1 | $961K | Buy |
14,291
+6,210
| +77% | +$418K | 0.03% | 321 |
|
|
2014
Q4 | $541K | Buy |
+8,081
| New | +$541K | 0.02% | 390 |
|