Sweet Financial Partners’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $544K | Sell |
|
|||||
|
2024
Q2 | $465K | Sell |
|
|||||
|
2024
Q1 | $474K | Sell |
|
|||||
|
2023
Q4 | $409K | Sell |
|
|||||
|
2023
Q3 | $419K | Hold |
|
|||||
|
2023
Q2 | $544K | Buy |
|
|||||
|
2023
Q1 | $423K | Sell |
|
|||||
|
2022
Q4 | $482K | Buy |
|
|||||
|
2022
Q3 | $415K | Sell |
|
|||||
|
2022
Q2 | $453K | Sell |
|
|||||
|
2022
Q1 | $635K | Buy |
|
|||||
|
2021
Q4 | $470K | Buy |
|