State Street’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 | $759K | Hold |
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|
2025
Q2 | $441K | Sell |
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|
2025
Q1 | $1.64M | Sell |
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|
2024
Q4 | $2.75M | Buy |
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|
2024
Q3 | $3.2M | Buy |
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|
2024
Q2 | $1.76M | Buy |
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|
2024
Q1 | $188K | Sell |
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|
2023
Q4 | $235K | Buy |
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|
2023
Q3 | $130K | Hold |
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|
2023
Q2 | $73.5K | Sell |
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|
2023
Q1 | $1.76M | Buy |
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|
2022
Q4 | $2.81M | Sell |
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|
2022
Q3 | $5.26M | Sell |
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|
2022
Q2 | $10.5M | Buy |
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|
2022
Q1 | $16.1M | Buy |
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|
2021
Q4 | $23.6M | Buy |
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|
2021
Q3 | $3.65M | Buy |
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