TD Private Client 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
$454K Sell
5,699
-578
-9% -$46K 0.01% 485
2025
Q1
$433K Sell
6,277
-989
-14% -$68.3K 0.01% 464
2024
Q4
$706K Buy
7,266
+5,904
+433% +$573K 0.02% 409
2024
Q3
$77.7K Buy
1,362
+89
+7% +$5.08K ﹤0.01% 754
2024
Q2
$61.9K Buy
1,273
+114
+10% +$5.55K ﹤0.01% 773
2024
Q1
$55.5K Buy
1,159
+430
+59% +$20.6K ﹤0.01% 790
2023
Q4
$30.1K Sell
729
-43
-6% -$1.77K ﹤0.01% 899
2023
Q3
$32.7K Sell
772
-28
-4% -$1.18K ﹤0.01% 849
2023
Q2
$43.9K Sell
800
-14
-2% -$768 ﹤0.01% 805
2023
Q1
$36K Sell
814
-17
-2% -$752 ﹤0.01% 836
2022
Q4
$31.3K Buy
831
+184
+28% +$6.94K ﹤0.01% 839
2022
Q3
$21K Sell
647
-18
-3% -$586 ﹤0.01% 901
2022
Q2
$23.6K Sell
665
-445
-40% -$15.8K ﹤0.01% 885
2022
Q1
$51.5K Buy
1,110
+266
+32% +$12.3K ﹤0.01% 763
2021
Q4
$37K Buy
844
+112
+15% +$4.9K ﹤0.01% 782
2021
Q3
$34.8K Buy
732
+288
+65% +$13.7K ﹤0.01% 789
2021
Q2
$23.2K Buy
444
+20
+5% +$1.05K ﹤0.01% 838
2021
Q1
$24.4K Sell
424
-128
-23% -$7.37K ﹤0.01% 806
2020
Q4
$23.9K Sell
552
-45
-8% -$1.95K ﹤0.01% 757
2020
Q3
$20.7K Buy
597
+144
+32% +$5K ﹤0.01% 726
2020
Q2
$15.7K Sell
453
-432
-49% -$15K ﹤0.01% 752
2020
Q1
$27.9K Buy
885
+4
+0.5% +$126 ﹤0.01% 654
2019
Q4
$77.6K Buy
+881
New +$77.6K ﹤0.01% 546