Hldgs shares owned by Carolina Wealth Advisors
Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Carolina Wealth Advisors
from 13F filings
Historical chart of Carolina Wealth Advisors investment in Hldgs
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Quarterly reported holdings in Hldgs by Carolina Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $18k | 222 | 79.63 |
| 2025-03-31 | $317k | 4.6k | 69.05 |
| 2024-12-31 | $1.1M | 11k | 97.10 |
| 2024-09-30 | $637k | 11k | 57.06 |
| 2024-06-30 | $593k | 12k | 48.66 |
| 2024-03-31 | $520k | 11k | 47.88 |
| 2023-12-31 | $449k | 11k | 41.26 |
| 2023-09-30 | $468k | 11k | 42.30 |