Williams Jones 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
$288K Buy
3,612
+261
+8% +$20.8K ﹤0.01% 423
2025
Q1
$231K Hold
3,351
﹤0.01% 441
2024
Q4
$325K Buy
+3,351
New +$325K ﹤0.01% 403