HighTower Advisors’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
Q2 | $14.8K | Buy |
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|
2025
Q1 | $13.7K | Hold |
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|
2024
Q4 | $22.3K | Buy |
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|
2024
Q3 | $33K | Hold |
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|
2024
Q2 | $25K | Sell |
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|
2024
Q1 | $39K | Buy |
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|
2023
Q4 | $40K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $115K | Hold |
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|
2022
Q4 | $189K | Buy |
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|
2022
Q3 | $135K | Sell |
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|
2022
Q2 | $262K | Hold |
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|
2022
Q1 | $418K | Buy |
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|
2021
Q4 | $589K | Buy |
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|
2021
Q3 | $742K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $102K | Buy |
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