Ancora Advisors’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 | $16 | Hold |
15
| – | – | ﹤0.01% | 1923 |
|
|
2025
Q1 | $15 | Hold |
15
| – | – | ﹤0.01% | 1730 |
|
|
2024
Q4 | $25 | Sell |
15
-3,000
| -100% | -$5K | ﹤0.01% | 1766 |
|
|
2024
Q3 | $7.3K | Hold |
3,015
| – | – | ﹤0.01% | 1363 |
|
|
2024
Q2 | $5.7K | Hold |
3,015
| – | – | ﹤0.01% | 1379 |
|
|
2024
Q1 | $8.65K | Hold |
3,015
| – | – | ﹤0.01% | 1316 |
|
|
2023
Q4 | $10.3K | Sell |
3,015
-321
| -10% | -$1.1K | ﹤0.01% | 1248 |
|
|
2023
Q3 | $6.91K | Hold |
3,336
| – | – | ﹤0.01% | 1315 |
|
|
2023
Q2 | $3.9K | Hold |
3,336
| – | – | ﹤0.01% | 1386 |
|
|
2023
Q1 | $21.1K | Hold |
3,336
| – | – | ﹤0.01% | 1090 |
|
|
2022
Q4 | $34K | Sell |
3,336
-1
| -0% | -$10 | ﹤0.01% | 1019 |
|
|
2022
Q3 | $38K | Buy |
3,337
+246
| +8% | +$2.8K | ﹤0.01% | 1133 |
|
|
2022
Q2 | $60K | Hold |
3,091
| – | – | ﹤0.01% | 1079 |
|
|
2022
Q1 | $96K | Hold |
3,091
| – | – | ﹤0.01% | 1039 |
|
|
2021
Q4 | $143K | Buy |
3,091
+320
| +12% | +$14.8K | ﹤0.01% | 908 |
|
|
2021
Q3 | $183K | Buy |
+2,771
| New | +$183K | ﹤0.01% | 796 |
|