Annex Advisory Services’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 | $19.8K | Hold |
18,471
| – | – | ﹤0.01% | 321 |
|
|
2025
Q1 | $18.7K | Hold |
18,471
| – | – | ﹤0.01% | 309 |
|
|
2024
Q4 | $30.5K | Hold |
18,471
| – | – | ﹤0.01% | 309 |
|
|
2024
Q3 | $44.7K | Hold |
18,471
| – | – | ﹤0.01% | 286 |
|
|
2024
Q2 | $34.9K | Hold |
18,471
| – | – | ﹤0.01% | 281 |
|
|
2024
Q1 | $53K | Hold |
18,471
| – | – | ﹤0.01% | 283 |
|
|
2023
Q4 | $63.4K | Hold |
18,471
| – | – | ﹤0.01% | 264 |
|
|
2023
Q3 | $38.2K | Hold |
18,471
| – | – | ﹤0.01% | 252 |
|
|
2023
Q2 | $21.6K | Sell |
18,471
-1
| -0% | -$1 | ﹤0.01% | 249 |
|
|
2023
Q1 | $117K | Hold |
18,472
| – | – | 0.01% | 238 |
|
|
2022
Q4 | $190K | Buy |
+18,472
| New | +$190K | 0.01% | 240 |
|