Charles Schwab’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
Q2 | $617K | Sell |
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|
2025
Q1 | $792K | Sell |
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|
2024
Q4 | $1.33M | Buy |
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|
2024
Q3 | $1.93M | Buy |
|
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|
2024
Q2 | $399K | Buy |
|
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $83.9K | Sell |
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|
2023
Q1 | $738K | Sell |
|
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|
2022
Q4 | $1.22M | Sell |
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|
2022
Q3 | $1.4M | Buy |
|
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|
2022
Q2 | $2.35M | Buy |
|
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|
2022
Q1 | $2.75M | Buy |
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|
2021
Q4 | $4M | Buy |
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|
2021
Q3 | $5.61M | Buy |
|