WR Wealth Planners’s United Airlines UAL Stock Holding History

WR Wealth Planners’s Portfolio UAL Stock Details UAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$4.47K	Sell	46 -77	-63%	-$6.51K	﹤0.01%	722
2024 Q3	$7.02K	Sell	123 -36	-23%	-$1.67K	﹤0.01%	683
2024 Q2	$7.74K	Buy	159 +55	+53%	+$2.77K	﹤0.01%	645
2024 Q1	$4.98K	Buy	+104	New	+$4.46K	﹤0.01%	721
2023 Q4	–	Sell	-100	Closed	-$4.23K	–	814
2023 Q3	$4.23K	Hold	100	–	–	﹤0.01%	698
2023 Q2	$5.49K	Hold	100	–	–	﹤0.01%	667
2023 Q1	$4.42K	Hold	100	–	–	﹤0.01%	695
2022 Q4	$3.77K	Hold	100	–	–	﹤0.01%	356
2022 Q3	$3.25K	Buy	+100	New	+$3.72K	﹤0.01%	354

Other funds holding UAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WR Wealth Planners's UAL Position: Q4 2024 in Review

WR Wealth Planners reduced its United Airlines (UAL) stake by 63% in Q4 2024, selling an estimated $6.51K and leaving 46 shares worth $4.47K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

WR Wealth Planners first reported a position in UAL in Q3 2022 and has held it in 9 quarters since. The position peaked at $7.74K in Q2 2024. 858 funds tracked by Wall St. Rank hold UAL as of Q4 2024.

WR Wealth Planners held 46 shares of United Airlines worth $4.47K as of Q4 2024.
WR Wealth Planners sold 77 United Airlines shares in Q4 2024, an estimated $6.51K.
United Airlines made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #722 holding.
WR Wealth Planners first reported a position in United Airlines in Q3 2022 and has held it in 9 quarters since.
WR Wealth Planners's United Airlines position peaked at $7.74K in Q2 2024.
858 funds tracked by Wall St. Rank held United Airlines as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.