LPL Financial’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 | $18.1K | Sell |
16,934
-2,000
| -11% | -$2.14K | ﹤0.01% | 5325 |
|
|
2025
Q1 | $19.1K | Buy |
18,934
+2,015
| +12% | +$2.04K | ﹤0.01% | 5128 |
|
|
2024
Q4 | $27.9K | Sell |
16,919
-2,765
| -14% | -$4.56K | ﹤0.01% | 5039 |
|
|
2024
Q3 | $47.6K | Sell |
19,684
-1,716
| -8% | -$4.15K | ﹤0.01% | 4895 |
|
|
2024
Q2 | $40.4K | Sell |
21,400
-1,903
| -8% | -$3.6K | ﹤0.01% | 4767 |
|
|
2024
Q1 | $66.9K | Buy |
23,303
+6,684
| +40% | +$19.2K | ﹤0.01% | 4658 |
|
|
2023
Q4 | $57K | Sell |
16,619
-519
| -3% | -$1.78K | ﹤0.01% | 4568 |
|
|
2023
Q3 | $35.5K | Buy |
17,138
+4,053
| +31% | +$8.39K | ﹤0.01% | 4501 |
|
|
2023
Q2 | $15.3K | Buy |
13,085
+2,760
| +27% | +$3.23K | ﹤0.01% | 4485 |
|
|
2023
Q1 | $65.3K | Buy |
10,325
+3,115
| +43% | +$19.7K | ﹤0.01% | 4243 |
|
|
2022
Q4 | $74.3K | Sell |
7,210
-600
| -8% | -$6.18K | ﹤0.01% | 4193 |
|
|
2022
Q3 | $90K | Buy |
7,810
+459
| +6% | +$5.29K | ﹤0.01% | 4101 |
|
|
2022
Q2 | $143K | Buy |
+7,351
| New | +$143K | ﹤0.01% | 4009 |
|
|
2022
Q1 | – | Sell |
-3,499
| Closed | -$162K | – | 4370 |
|
|
2021
Q4 | $162K | Buy |
3,499
+169
| +5% | +$7.83K | ﹤0.01% | 4024 |
|
|
2021
Q3 | $219K | Sell |
3,330
-2,016
| -38% | -$133K | ﹤0.01% | 3875 |
|
|
2021
Q2 | $533K | Sell |
5,346
-1,937
| -27% | -$193K | ﹤0.01% | 3087 |
|
|
2021
Q1 | $729K | Buy |
+7,283
| New | +$729K | ﹤0.01% | 2683 |
|