Hldgs shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in Hldgs
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Quarterly reported holdings in Hldgs by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $489k | 8.6k | 57.05 |
| 2024-06-30 | $450k | 9.3k | 48.61 |
| 2024-03-31 | $546k | 11k | 47.93 |
| 2023-12-31 | $472k | 12k | 41.22 |
| 2023-09-30 | $519k | 12k | 42.28 |
| 2023-06-30 | $673k | 12k | 54.80 |
| 2023-03-31 | $426k | 11k | 37.69 |
| 2022-12-31 | $367k | 11k | 32.47 |
| 2022-09-30 | $368k | 11k | 32.56 |
| 2022-06-30 | $360k | 10k | 35.44 |
| 2022-03-31 | $379k | 8.2k | 46.34 |
| 2021-12-31 | $347k | 7.9k | 43.77 |
| 2021-09-30 | $392k | 8.2k | 47.62 |
| 2021-06-30 | $462k | 8.8k | 52.32 |
| 2021-03-31 | $563k | 9.8k | 57.53 |
| 2020-12-31 | $352k | 8.1k | 43.27 |
| 2020-09-30 | $248k | 7.1k | 34.80 |
| 2020-06-30 | $265k | 7.7k | 34.59 |
| 2020-03-31 | $158k | 5.0k | 31.60 |
| 2019-12-31 | $363k | 4.1k | 88.09 |
| 2019-09-30 | $217k | 2.5k | 88.46 |
More positions owned by Efficient Wealth Management
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