Baird Financial Group’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 | $16.1K | Buy |
+15,030
| New | +$16.1K | ﹤0.01% | 1763 |
|
|
2024
Q2 | – | Sell |
-16,030
| Closed | -$46K | – | 1835 |
|
|
2024
Q1 | $46K | Sell |
16,030
-4,000
| -20% | -$11.5K | ﹤0.01% | 1735 |
|
|
2023
Q4 | $68.7K | Buy |
+20,030
| New | +$68.7K | ﹤0.01% | 1688 |
|
|
2022
Q4 | – | Sell |
-1,270
| Closed | -$15K | – | 1777 |
|
|
2022
Q3 | $15K | Sell |
1,270
-4
| -0.3% | -$47 | ﹤0.01% | 1691 |
|
|
2022
Q2 | $25K | Buy |
1,274
+4
| +0.3% | +$78 | ﹤0.01% | 1762 |
|
|
2022
Q1 | $39K | Hold |
1,270
| – | – | ﹤0.01% | 1790 |
|
|
2021
Q4 | $59K | Buy |
+1,270
| New | +$59K | ﹤0.01% | 1861 |
|