Wedmont Private Capital’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 | $446K | Buy |
5,566
+360
| +7% | +$28.9K | 0.02% | 460 |
|
|
2025
Q1 | $342K | Buy |
5,206
+653
| +14% | +$42.8K | 0.02% | 486 |
|
|
2024
Q4 | $488K | Buy |
4,553
+464
| +11% | +$49.7K | 0.03% | 380 |
|
|
2024
Q3 | $242K | Buy |
+4,089
| New | +$242K | 0.01% | 570 |
|
|
2023
Q4 | – | Sell |
-5,125
| Closed | -$204K | – | 598 |
|
|
2023
Q3 | $204K | Sell |
5,125
-691
| -12% | -$27.5K | 0.02% | 470 |
|
|
2023
Q2 | $310K | Buy |
+5,816
| New | +$310K | 0.03% | 371 |
|