Ownership history in Winch Advisory Services, LLC · 19 quarters on record
This page tracks every 13F SEC filing in which Winch Advisory Services, LLC reported a position in United Continental Holdings (UAL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 37 | — | 0% | 0.00% | $4K | $96.50 |
| 2025 Q2 | UNCHANGED | 37 | — | 0% | 0.00% | $3K | $79.63 |
| 2025 Q1 | REDUCED | 37 | -356 | -90.6% | 0.00% | $3K | $69.05 |
| 2024 Q4 | ADDED | 393 | +343 | +686.0% | 0.01% | $38K | $97.10 |
| 2023 Q2 | UNCHANGED | 50 | — | 0% | 0.00% | $3K | $54.87 |
| 2023 Q1 | UNCHANGED | 50 | — | 0% | 0.00% | $2K | $44.25 |
| 2022 Q4 | UNCHANGED | 50 | — | 0% | 0.00% | $2K | $37.70 |
| 2022 Q3 | REDUCED | 50 | -65 | -56.5% | 0.00% | $2K | $32.53 |
| 2022 Q2 | REDUCED | 115 | -161 | -58.3% | 0.00% | $4K | $35.42 |
| 2022 Q1 | REDUCED | 276 | -115 | -29.4% | 0.00% | $13K | $46.36 |
As of 2025 Q4 — sorted by position size