Ameriprise’s Wheels Up UP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-11,858
Closed -$12K 4081
2025
Q1
$12K Buy
11,858
+24
+0.2% +$24 ﹤0.01% 3965
2024
Q4
$19.5K Buy
+11,834
New +$19.5K ﹤0.01% 4025
2023
Q2
Sell
-1,252
Closed -$7.92K 4004
2023
Q1
$7.92K Sell
1,252
-1,208
-49% -$7.64K ﹤0.01% 3916
2022
Q4
$25K Buy
+2,460
New +$25K ﹤0.01% 3884