Concourse Financial Group Securities’s Wheels Up UP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 7938 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 8231 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 8230 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 8240 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 8243 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 8177 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 7975 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 7772 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 7496 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 7505 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 7329 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 7230 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 7091 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 6986 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 6760 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 6519 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 6297 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 6100 |
|