Corient Private Wealth

Corient Private Wealth’s Wheels Up UP Stock Holding History

Corient Private Wealth’s Portfolio UP Stock Details UP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$25.7K	Buy
2025 Q2	–	Sell
2025 Q1	$11.1K	Sell
2024 Q4	$339K	Buy
2023 Q4	–	Sell
2023 Q3	$24.9K	Buy
2023 Q2	–	Sell
2023 Q1	$50.3K	Hold
2022 Q4	$81.9K	Buy