Westside Investment 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 | $20.3K | Buy |
254
+99
| +64% | +$7.9K | ﹤0.01% | 677 |
|
|
2025
Q1 | $10.7K | Hold |
155
| – | – | ﹤0.01% | 674 |
|
|
2024
Q4 | $15.1K | Hold |
155
| – | – | ﹤0.01% | 617 |
|
|
2024
Q3 | $8.85K | Hold |
155
| – | – | ﹤0.01% | 698 |
|
|
2024
Q2 | $7.54K | Hold |
155
| – | – | ﹤0.01% | 701 |
|
|
2024
Q1 | $7.42K | Buy |
155
+60
| +63% | +$2.87K | ﹤0.01% | 673 |
|
|
2023
Q4 | $3.92K | Hold |
95
| – | – | ﹤0.01% | 722 |
|
|
2023
Q3 | $4.02K | Hold |
95
| – | – | ﹤0.01% | 715 |
|
|
2023
Q2 | $5.21K | Hold |
95
| – | – | ﹤0.01% | 694 |
|
|
2023
Q1 | $4.2K | Hold |
95
| – | – | ﹤0.01% | 714 |
|
|
2022
Q4 | $3 | Hold |
95
| – | – | ﹤0.01% | 751 |
|
|
2022
Q3 | $3 | Hold |
95
| – | – | ﹤0.01% | 750 |
|
|
2022
Q2 | $3 | Hold |
95
| – | – | ﹤0.01% | 743 |
|
|
2022
Q1 | $4 | Hold |
95
| – | – | ﹤0.01% | 709 |
|
|
2021
Q4 | $4 | Buy |
95
+50
| +111% | +$2 | ﹤0.01% | 704 |
|
|
2021
Q3 | $2 | Hold |
45
| – | – | ﹤0.01% | 727 |
|
|
2021
Q2 | $2 | Sell |
45
-125
| -74% | -$6 | ﹤0.01% | 713 |
|
|
2021
Q1 | $9 | Hold |
170
| – | – | ﹤0.01% | 574 |
|
|
2020
Q4 | $7 | Sell |
170
-125
| -42% | -$5 | ﹤0.01% | 537 |
|
|
2020
Q3 | $10 | Hold |
295
| – | – | ﹤0.01% | 496 |
|
|
2020
Q2 | $10 | Sell |
295
-3,295
| -92% | -$112 | ﹤0.01% | 484 |
|
|
2020
Q1 | $113 | Buy |
+3,590
| New | +$113 | ﹤0.01% | 269 |
|
|
2019
Q2 | $1K | Buy |
+11,460
| New | +$1K | ﹤0.01% | 114 |
|
|
2018
Q4 | $971K | Sell |
11,595
-455
| -4% | -$38.1K | 0.36% | 49 |
|
|
2018
Q3 | $106K | Sell |
12,050
-20
| -0.2% | -$175 | 0.03% | 196 |
|
|
2018
Q2 | $856K | Buy |
12,070
+155
| +1% | +$11K | 0.3% | 54 |
|
|
2018
Q1 | $796K | Buy |
11,915
+750
| +7% | +$50.1K | 0.44% | 53 |
|
|
2017
Q4 | $765K | Hold |
11,165
| – | – | 0.41% | 57 |
|
|
2017
Q3 | $722K | Hold |
11,165
| – | – | 0.44% | 56 |
|
|
2017
Q2 | $874K | Buy |
11,165
+10
| +0.1% | +$783 | 0.57% | 47 |
|
|
2017
Q1 | $782K | Buy |
11,155
+5,045
| +83% | +$353K | 0.37% | 47 |
|
|
2016
Q4 | $458K | Buy |
+6,110
| New | +$458K | 0.31% | 52 |
|