Winch Advisory Services’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 | $2.95K | Hold |
37
| – | – | ﹤0.01% | 383 |
|
|
2025
Q1 | $2.56K | Sell |
37
-356
| -91% | -$24.6K | ﹤0.01% | 396 |
|
|
2024
Q4 | $38.2K | Buy |
+393
| New | +$38.2K | 0.01% | 177 |
|
|
2023
Q3 | – | Sell |
-50
| Closed | -$3K | – | 453 |
|
|
2023
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 343 |
|
|
2023
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 368 |
|
|
2022
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 348 |
|
|
2022
Q3 | $2K | Sell |
50
-65
| -57% | -$2.6K | ﹤0.01% | 339 |
|
|
2022
Q2 | $4K | Sell |
115
-161
| -58% | -$5.6K | ﹤0.01% | 307 |
|
|
2022
Q1 | $13K | Sell |
276
-115
| -29% | -$5.42K | ﹤0.01% | 232 |
|
|
2021
Q4 | $17K | Hold |
391
| – | – | 0.01% | 226 |
|
|
2021
Q3 | $19K | Hold |
391
| – | – | 0.01% | 213 |
|
|
2021
Q2 | $20K | Hold |
391
| – | – | 0.01% | 199 |
|
|
2021
Q1 | $22K | Sell |
391
-141
| -27% | -$7.93K | 0.01% | 171 |
|
|
2020
Q4 | $23K | Hold |
532
| – | – | 0.01% | 149 |
|
|
2020
Q3 | $18K | Sell |
532
-44
| -8% | -$1.49K | 0.01% | 154 |
|
|
2020
Q2 | $20K | Buy |
576
+331
| +135% | +$11.5K | 0.01% | 136 |
|
|
2020
Q1 | $8K | Buy |
+245
| New | +$8K | ﹤0.01% | 190 |
|
|
2015
Q1 | – | Sell |
-10,726
| Closed | -$717K | – | 317 |
|
|
2014
Q4 | $717K | Buy |
+10,726
| New | +$717K | 0.39% | 30 |
|