Unconventional Investor’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 | $17.8K | Hold |
16,666
| – | – | 0.01% | 40 |
|
|
2025
Q1 | $16.8K | Hold |
16,666
| – | – | 0.01% | 34 |
|
|
2024
Q4 | $27.5K | Hold |
16,666
| – | – | 0.02% | 35 |
|
|
2024
Q3 | $40.3K | Hold |
16,666
| – | – | 0.03% | 34 |
|
|
2024
Q2 | $31.5K | Hold |
16,666
| – | – | 0.02% | 33 |
|
|
2024
Q1 | $47.8K | Hold |
16,666
| – | – | 0.03% | 33 |
|
|
2023
Q4 | $57.2K | Hold |
16,666
| – | – | 0.05% | 32 |
|
|
2023
Q3 | $34.5K | Hold |
16,666
| – | – | 0.03% | 33 |
|
|
2023
Q2 | $19.5K | Sell |
16,666
-1
| -0% | -$1 | 0.02% | 32 |
|
|
2023
Q1 | $105K | Hold |
16,667
| – | – | 0.1% | 33 |
|
|
2022
Q4 | $172K | Hold |
16,667
| – | – | 0.17% | 30 |
|
|
2022
Q3 | $192K | Hold |
16,667
| – | – | 0.21% | 30 |
|
|
2022
Q2 | $325K | Buy |
+16,667
| New | +$325K | 0.33% | 24 |
|