Fidelity Investments’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
Q3 | $206K | Sell |
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|
2025
Q2 | $120K | Sell |
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|
2025
Q1 | $114K | Buy |
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|
2024
Q4 | $181K | Sell |
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|
2024
Q3 | $265K | Buy |
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|
2024
Q2 | $203K | Sell |
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|
2024
Q1 | $322K | Buy |
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|
2023
Q4 | $385K | Sell |
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|
2023
Q3 | $234K | Buy |
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|
2023
Q2 | $119K | Sell |
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|
2023
Q1 | $2.56M | Sell |
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|
2022
Q4 | $11.1M | Sell |
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|
2022
Q3 | $15M | Sell |
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|
2022
Q2 | $36.8M | Sell |
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|
2022
Q1 | $66.4M | Buy |
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|
2021
Q4 | $80.8M | Buy |
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|
2021
Q3 | $97.3M | Buy |
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|
2021
Q2 | $4.79M | Sell |
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|
2021
Q1 | $4.83M | Buy |
|