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Hldgs shares owned by United Wealth Management

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

Historical chart of United Wealth Management investment in Hldgs

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

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Quarterly reported holdings in Hldgs by United Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $378k 3.9k 96.50
2025-06-30 $312k 3.9k 79.63
2025-03-31 $270k 3.9k 69.05
2024-12-31 $380k 3.9k 97.10