Newbridge Financial Services Group’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
$11 Hold
10
﹤0.01% 1308
2025
Q1
$10 Hold
10
﹤0.01% 1039
2024
Q4
$17 Hold
10
﹤0.01% 1129
2024
Q3
$24 Hold
10
﹤0.01% 649
2024
Q2
$19 Hold
10
﹤0.01% 1075
2024
Q1
$29 Buy
+10
New +$29 ﹤0.01% 1164
2023
Q3
Sell
-10
Closed -$12 1404
2023
Q2
$12 Hold
10
﹤0.01% 1340
2023
Q1
$63 Hold
10
﹤0.01% 1371
2022
Q4
$103 Hold
10
﹤0.01% 1397
2022
Q3
$0 Hold
10
﹤0.01% 1487
2022
Q2
$0 Hold
10
﹤0.01% 1533
2022
Q1
$0 Hold
10
﹤0.01% 1573
2021
Q4
$0 Hold
10
﹤0.01% 1542
2021
Q3
$1K Buy
+10
New +$1K ﹤0.01% 1323