Summit Trail Advisors’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 | $18.8K | Hold |
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|
2025
Q2 | $10.9K | Hold |
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|
2025
Q1 | $10.3K | Hold |
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|
2024
Q4 | $16.9K | Hold |
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|
2024
Q3 | $24.8K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $29.4K | Hold |
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|
2023
Q4 | $35.1K | Sell |
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|
2023
Q3 | $26.7K | Hold |
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|
2023
Q2 | $15.1K | Sell |
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|
2023
Q1 | $81.5K | Hold |
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|
2022
Q4 | $133K | Hold |
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|
2022
Q3 | $148K | Hold |
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|
2022
Q2 | $251K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $537K | Hold |
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|
2021
Q3 | $763K | Buy |
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