Venturi Wealth Management’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 | $239K | Buy |
+2,998
| New | +$239K | 0.01% | 478 |
|
|
2025
Q1 | – | Sell |
-1,544
| Closed | -$150K | – | 1743 |
|
|
2024
Q4 | $150K | Buy |
1,544
+314
| +26% | +$30.5K | 0.01% | 627 |
|
|
2024
Q3 | $70.2K | Buy |
1,230
+373
| +44% | +$21.3K | ﹤0.01% | 661 |
|
|
2024
Q2 | $41.7K | Buy |
857
+191
| +29% | +$9.29K | ﹤0.01% | 721 |
|
|
2024
Q1 | $31.9K | Buy |
666
+12
| +2% | +$575 | ﹤0.01% | 611 |
|
|
2023
Q4 | $27K | Buy |
654
+274
| +72% | +$11.3K | ﹤0.01% | 623 |
|
|
2023
Q3 | $16.1K | Sell |
380
-8
| -2% | -$338 | ﹤0.01% | 688 |
|
|
2023
Q2 | $21.3K | Buy |
388
+8
| +2% | +$439 | ﹤0.01% | 539 |
|
|
2023
Q1 | $16.8K | Buy |
+380
| New | +$16.8K | ﹤0.01% | 628 |
|
|
2017
Q2 | – | Sell |
-4,080
| Closed | -$276K | – | 205 |
|
|
2017
Q1 | $276K | Buy |
+4,080
| New | +$276K | 0.06% | 154 |
|