LPL Financial’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 | $22.8K | Sell |
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|
2025
Q2 | $18.1K | Sell |
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|
2025
Q1 | $19.1K | Buy |
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|
2024
Q4 | $27.9K | Sell |
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|
2024
Q3 | $47.6K | Sell |
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|
2024
Q2 | $40.4K | Sell |
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|
2024
Q1 | $66.9K | Buy |
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|
2023
Q4 | $57K | Sell |
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|
2023
Q3 | $35.5K | Buy |
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|
2023
Q2 | $15.3K | Buy |
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|
2023
Q1 | $65.3K | Buy |
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|
2022
Q4 | $74.3K | Sell |
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|
2022
Q3 | $90K | Buy |
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|
2022
Q2 | $143K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $162K | Buy |
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|
2021
Q3 | $219K | Sell |
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|
2021
Q2 | $533K | Sell |
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|
2021
Q1 | $729K | Buy |
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