Hldgs shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Hldgs
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Quarterly reported holdings in Hldgs by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 42k | 96.65 |
| 2025-06-30 | $13M | 154k | 82.36 |
| 2025-03-31 | $1.6M | 24k | 69.05 |
| 2024-12-31 | $2.3M | 23k | 97.10 |
| 2024-06-30 | $987k | 20k | 48.66 |
| 2024-03-31 | $930k | 19k | 47.88 |
| 2023-12-31 | $789k | 19k | 41.26 |
| 2023-09-30 | $955k | 23k | 42.30 |
| 2021-03-31 | $2.8M | 47k | 59.47 |
| 2020-12-31 | $2.0M | 46k | 43.90 |
| 2020-06-30 | $4.3M | 67k | 63.63 |
| 2019-09-30 | $1.1M | 12k | 87.13 |
| 2019-06-30 | $2.2M | 24k | 93.45 |
| 2018-12-31 | $907k | 11k | 85.62 |
More positions owned by Wealth Enhancement Advisory Services
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