True Wealth Design’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 | $82.5K | Buy |
1,036
+969
| +1,446% | +$77.2K | 0.03% | 128 |
|
|
2025
Q1 | $4.63K | Buy |
67
+14
| +26% | +$967 | ﹤0.01% | 711 |
|
|
2024
Q4 | $5.15K | Buy |
53
+9
| +20% | +$874 | ﹤0.01% | 528 |
|
|
2024
Q3 | $2.51K | Buy |
44
+17
| +63% | +$970 | ﹤0.01% | 725 |
|
|
2024
Q2 | $1.31K | Buy |
27
+10
| +59% | +$487 | ﹤0.01% | 450 |
|
|
2024
Q1 | $814 | Buy |
17
+7
| +70% | +$335 | ﹤0.01% | 511 |
|
|
2023
Q4 | $413 | Buy |
10
+3
| +43% | +$124 | ﹤0.01% | 522 |
|
|
2023
Q3 | $297 | Hold |
7
| – | – | ﹤0.01% | 563 |
|
|
2023
Q2 | $385 | Hold |
7
| – | – | ﹤0.01% | 511 |
|
|
2023
Q1 | $310 | Hold |
7
| – | – | ﹤0.01% | 650 |
|
|
2022
Q4 | $264 | Buy |
+7
| New | +$264 | ﹤0.01% | 611 |
|