Annex Advisory Services’s Wheels Up UP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $34K | Hold |
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|
2025
Q2 | $19.8K | Hold |
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|
2025
Q1 | $18.7K | Hold |
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|
2024
Q4 | $30.5K | Hold |
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|
2024
Q3 | $44.7K | Hold |
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|
2024
Q2 | $34.9K | Hold |
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|
2024
Q1 | $53K | Hold |
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|
2023
Q4 | $63.4K | Hold |
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|
2023
Q3 | $38.2K | Hold |
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|
2023
Q2 | $21.6K | Sell |
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|
2023
Q1 | $117K | Hold |
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|
2022
Q4 | $190K | Buy |
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