Bank of America’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 | $18.5K | Sell |
17,307
-23,979
| -58% | -$25.7K | ﹤0.01% | 6055 |
|
|
2025
Q1 | $41.7K | Sell |
41,286
-32,274
| -44% | -$32.6K | ﹤0.01% | 5786 |
|
|
2024
Q4 | $121K | Sell |
73,560
-65,081
| -47% | -$107K | ﹤0.01% | 5444 |
|
|
2024
Q3 | $336K | Buy |
138,641
+95,775
| +223% | +$232K | ﹤0.01% | 4890 |
|
|
2024
Q2 | $81K | Sell |
42,866
-59,158
| -58% | -$112K | ﹤0.01% | 5509 |
|
|
2024
Q1 | $293K | Buy |
102,024
+77,491
| +316% | +$222K | ﹤0.01% | 4855 |
|
|
2023
Q4 | $84.1K | Buy |
24,533
+23,583
| +2,482% | +$80.9K | ﹤0.01% | 5519 |
|
|
2023
Q3 | $1.97K | Sell |
950
-379
| -29% | -$784 | ﹤0.01% | 6219 |
|
|
2023
Q2 | $1.56K | Sell |
1,329
-17,638
| -93% | -$20.6K | ﹤0.01% | 6290 |
|
|
2023
Q1 | $120K | Buy |
18,967
+4,553
| +32% | +$28.8K | ﹤0.01% | 5390 |
|
|
2022
Q4 | $148K | Buy |
14,414
+7,494
| +108% | +$77.2K | ﹤0.01% | 5331 |
|
|
2022
Q3 | $79K | Buy |
6,920
+1,326
| +24% | +$15.1K | ﹤0.01% | 5629 |
|
|
2022
Q2 | $109K | Sell |
5,594
-9,210
| -62% | -$179K | ﹤0.01% | 5652 |
|
|
2022
Q1 | $461K | Buy |
14,804
+13,464
| +1,005% | +$419K | ﹤0.01% | 5182 |
|
|
2021
Q4 | $62K | Buy |
1,340
+742
| +124% | +$34.3K | ﹤0.01% | 6271 |
|
|
2021
Q3 | $40K | Buy |
598
+423
| +242% | +$28.3K | ﹤0.01% | 6255 |
|
|
2021
Q2 | $17K | Buy |
175
+58
| +50% | +$5.63K | ﹤0.01% | 6357 |
|
|
2021
Q1 | $12K | Buy |
+117
| New | +$12K | ﹤0.01% | 6274 |
|