Farther Finance Advisors’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 | $122 | Sell |
114
-30
| -21% | -$32 | ﹤0.01% | 4279 |
|
|
2025
Q1 | $141 | Hold |
144
| – | – | ﹤0.01% | 4016 |
|
|
2024
Q4 | $238 | Hold |
144
| – | – | ﹤0.01% | 3618 |
|
|
2024
Q3 | $348 | Buy |
144
+30
| +26% | +$73 | ﹤0.01% | 3505 |
|
|
2024
Q2 | $253 | Hold |
114
| – | – | ﹤0.01% | 3441 |
|
|
2024
Q1 | $328 | Buy |
+114
| New | +$328 | ﹤0.01% | 3142 |
|