Valeo Financial 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 | $393K | Buy |
4,937
+343
| +7% | +$27.3K | 0.01% | 502 |
|
|
2025
Q1 | $317K | Sell |
4,594
-141
| -3% | -$9.74K | 0.01% | 515 |
|
|
2024
Q4 | $460K | Sell |
4,735
-619
| -12% | -$60.1K | 0.01% | 418 |
|
|
2024
Q3 | $305K | Buy |
5,354
+342
| +7% | +$19.5K | 0.01% | 517 |
|
|
2024
Q2 | $244K | Sell |
5,012
-785
| -14% | -$38.2K | 0.01% | 559 |
|
|
2024
Q1 | $305K | Buy |
+5,797
| New | +$305K | 0.01% | 496 |
|
|
2023
Q3 | – | Sell |
-4,426
| Closed | -$243K | – | 643 |
|
|
2023
Q2 | $243K | Buy |
+4,426
| New | +$243K | 0.01% | 484 |
|
|
2021
Q2 | – | Sell |
-1,492
| Closed | -$86K | – | 1633 |
|
|
2021
Q1 | $86K | Buy |
1,492
+805
| +117% | +$46.4K | ﹤0.01% | 646 |
|
|
2020
Q4 | $30K | Sell |
687
-627
| -48% | -$27.4K | ﹤0.01% | 909 |
|
|
2020
Q3 | $46K | Buy |
1,314
+669
| +104% | +$23.4K | ﹤0.01% | 671 |
|
|
2020
Q2 | $22K | Sell |
645
-735
| -53% | -$25.1K | ﹤0.01% | 977 |
|
|
2020
Q1 | $43K | Buy |
1,380
+1,128
| +448% | +$35.1K | ﹤0.01% | 638 |
|
|
2019
Q4 | $22K | Hold |
252
| – | – | ﹤0.01% | 892 |
|
|
2019
Q3 | $22K | Hold |
252
| – | – | ﹤0.01% | 817 |
|
|
2019
Q2 | $22K | Buy |
252
+45
| +22% | +$3.93K | ﹤0.01% | 818 |
|
|
2019
Q1 | $17K | Hold |
207
| – | – | ﹤0.01% | 825 |
|
|
2018
Q4 | $17K | Hold |
207
| – | – | ﹤0.01% | 753 |
|
|
2018
Q3 | $18K | Buy |
207
+5
| +2% | +$435 | ﹤0.01% | 801 |
|
|
2018
Q2 | $16K | Hold |
202
| – | – | ﹤0.01% | 826 |
|
|
2018
Q1 | $14K | Sell |
202
-241
| -54% | -$16.7K | ﹤0.01% | 839 |
|
|
2017
Q4 | $30K | Buy |
443
+276
| +165% | +$18.7K | ﹤0.01% | 584 |
|
|
2017
Q3 | $10K | Buy |
+167
| New | +$10K | ﹤0.01% | 699 |
|