Wealthspire Advisors (New York)’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 | $12.7K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $34.1K | Hold |
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|
2023
Q4 | $40.7K | Sell |
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|
2023
Q3 | $33.3K | Hold |
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|
2023
Q2 | $18.8K | Sell |
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|
2023
Q1 | $102K | Hold |
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|
2022
Q4 | $166K | Hold |
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|
2022
Q3 | $185K | Hold |
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|
2022
Q2 | $314K | Hold |
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|
2022
Q1 | $500K | Hold |
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|
2021
Q4 | $746K | Sell |
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|
2021
Q3 | $1.07M | Buy |
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