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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

UAL holding history

United Airlines Holdings, Inc. in every 13F filed by Wetherby Asset Management Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UAL overviewAll 13F holders of UALFull Q3 2025 holdings

Shares (Q3 2025)
3,483
Value
$336.1K
% of portfolio
<0.1%
Quarters held
9
Since Q1 2021
Holdings of UAL by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20253,483$336.1K<0.1%+502+16.8%AddedHolders
Q2 20252,981$237.4K<0.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 20243,064$297.5K<0.1%−443−12.6%ReducedHolders
Q3 20243,507$200.1K<0.1%+3,507NewHolders
Q3 20230$00.0%−3,872−100.0%Sold outHolders
Q2 20233,872$212.5K<0.1%+3,872NewHolders
Q2 20220$00.0%−4,686−100.0%Sold outHolders
Q1 20224,686$217.0K<0.1%+4,686NewHolders
Q4 20210$00.0%−4,194−100.0%Sold outHolders
Q3 20214,194$200.0K<0.1%−106−2.5%ReducedHolders
Q2 20214,300$225.0K<0.1%+23+0.5%AddedHolders
Q1 20214,277$246.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.