Creative Planning’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 | $25.1K | Buy |
+23,471
| New | +$25.1K | ﹤0.01% | 3549 |
|
|
2023
Q2 | – | Sell |
-9,109
| Closed | -$57.6K | – | 2698 |
|
|
2023
Q1 | $57.6K | Hold |
9,109
| – | – | ﹤0.01% | 2307 |
|
|
2022
Q4 | $93.8K | Hold |
9,109
| – | – | ﹤0.01% | 2144 |
|
|
2022
Q3 | $105K | Buy |
9,109
+3,440
| +61% | +$39.7K | ﹤0.01% | 2004 |
|
|
2022
Q2 | $111K | Buy |
5,669
+468
| +9% | +$9.16K | ﹤0.01% | 1949 |
|
|
2022
Q1 | $162K | Buy |
5,201
+301
| +6% | +$9.38K | ﹤0.01% | 1925 |
|
|
2021
Q4 | $227K | Sell |
4,900
-201
| -4% | -$9.31K | ﹤0.01% | 1799 |
|
|
2021
Q3 | $336K | Buy |
+5,101
| New | +$336K | ﹤0.01% | 1520 |
|