Wealth Enhancement Advisory Services’s United Airlines UAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Buy |
154,097
+130,354
| +549% | +$10.7M | 0.02% | 558 |
|
|
2025
Q1 | $1.64M | Buy |
23,743
+403
| +2% | +$27.8K | ﹤0.01% | 1352 |
|
|
2024
Q4 | $2.27M | Buy |
23,340
+2,108
| +10% | +$205K | ﹤0.01% | 1115 |
|
|
2024
Q3 | $1.21M | Buy |
21,232
+943
| +5% | +$53.8K | ﹤0.01% | 1289 |
|
|
2024
Q2 | $987K | Buy |
20,289
+873
| +4% | +$42.5K | ﹤0.01% | 1284 |
|
|
2024
Q1 | $930K | Buy |
19,416
+287
| +2% | +$13.7K | ﹤0.01% | 1270 |
|
|
2023
Q4 | $789K | Sell |
19,129
-3,445
| -15% | -$142K | ﹤0.01% | 1262 |
|
|
2023
Q3 | $955K | Buy |
+22,574
| New | +$955K | ﹤0.01% | 1120 |
|
|
2021
Q2 | – | Sell |
-46,830
| Closed | -$2.79M | – | 309 |
|
|
2021
Q1 | $2.79M | Buy |
46,830
+999
| +2% | +$59.4K | 0.05% | 126 |
|
|
2020
Q4 | $2.01M | Buy |
+45,831
| New | +$2.01M | 0.05% | 121 |
|
|
2019
Q4 | – | Sell |
-12,280
| Closed | -$1.07M | – | 239 |
|
|
2019
Q3 | $1.07M | Sell |
12,280
-11,637
| -49% | -$1.01M | 0.04% | 153 |
|
|
2019
Q2 | $2.24M | Buy |
+23,917
| New | +$2.24M | 0.1% | 87 |
|
|
2019
Q1 | – | Sell |
-10,593
| Closed | -$907K | – | 220 |
|
|
2018
Q4 | $907K | Buy |
+10,593
| New | +$907K | 0.06% | 133 |
|