MAI Capital Management’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 | $25.4K | Hold |
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|
2025
Q2 | $14.8K | Hold |
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|
2025
Q1 | $13.9K | Hold |
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|
2024
Q4 | $22.8K | Hold |
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|
2024
Q3 | $33.4K | Sell |
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|
2024
Q2 | $26.3K | Hold |
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|
2024
Q1 | $39.9K | Sell |
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|
2023
Q4 | $48K | Hold |
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|
2023
Q3 | $29K | Buy |
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|
2023
Q2 | $11.9K | Hold |
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|
2023
Q1 | $64.1K | Hold |
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|
2022
Q4 | $104K | Buy |
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|
2022
Q3 | $93K | Hold |
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|
2022
Q2 | $157K | Hold |
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|
2022
Q1 | $251K | Hold |
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|
2021
Q4 | $374K | Hold |
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|
2021
Q3 | $532K | Buy |
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