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Hldgs shares owned by Mowery & Schoenfeld Wealth Management

Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Mowery & Schoenfeld Wealth Management from 13F filings

Historical chart of Mowery & Schoenfeld Wealth Management investment in Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Hldgs held by Mowery & Schoenfeld Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hldgs by Mowery & Schoenfeld Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.1k 53 96.51
2025-06-30 $4.2k 53 79.64
2025-03-31 $3.7k 53 69.06
2024-12-31 $5.9k 61 97.11