Tanglewood Legacy Advisors’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 | $119K | Hold |
1,500
| – | – | 0.05% | 118 |
|
|
2025
Q1 | $104K | Hold |
1,500
| – | – | 0.05% | 128 |
|
|
2024
Q4 | $146K | Hold |
1,500
| – | – | 0.06% | 106 |
|
|
2024
Q3 | $85.6K | Hold |
1,500
| – | – | 0.04% | 131 |
|
|
2024
Q2 | $73K | Hold |
1,500
| – | – | 0.03% | 136 |
|
|
2024
Q1 | $71.8K | Hold |
1,500
| – | – | 0.04% | 139 |
|
|
2023
Q4 | $61.9K | Sell |
1,500
-356
| -19% | -$14.7K | 0.03% | 136 |
|
|
2023
Q3 | $78.5K | Hold |
1,856
| – | – | 0.05% | 128 |
|
|
2023
Q2 | $102K | Hold |
1,856
| – | – | 0.06% | 116 |
|
|
2023
Q1 | $82.1K | Buy |
1,856
+1,500
| +421% | +$66.4K | 0.05% | 124 |
|
|
2022
Q4 | $13.4K | Buy |
+356
| New | +$13.4K | 0.01% | 202 |
|