West Oak Capital’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 | $0 | Hold |
25
| – | – | ﹤0.01% | 318 |
|
|
2025
Q1 | $0 | Hold |
25
| – | – | ﹤0.01% | 314 |
|
|
2024
Q4 | $0 | Sell |
25
-25
| -50% | – | ﹤0.01% | 318 |
|
|
2024
Q3 | $2.69M | Buy |
50
+25
| +100% | +$1.35M | 50% | 1 |
|
|
2024
Q2 | $47 | Hold |
25
| – | – | ﹤0.01% | 319 |
|
|
2024
Q1 | $0 | Hold |
25
| – | – | ﹤0.01% | 317 |
|
|
2023
Q4 | $0 | Hold |
25
| – | – | ﹤0.01% | 322 |
|
|
2023
Q3 | $0 | Hold |
25
| – | – | ﹤0.01% | 312 |
|
|
2023
Q2 | $29 | Hold |
25
| – | – | ﹤0.01% | 316 |
|
|
2023
Q1 | $158 | Hold |
25
| – | – | ﹤0.01% | 317 |
|
|
2022
Q4 | $0 | Hold |
25
| – | – | ﹤0.01% | 328 |
|
|
2022
Q3 | $0 | Hold |
25
| – | – | ﹤0.01% | 336 |
|
|
2022
Q2 | $0 | Hold |
25
| – | – | ﹤0.01% | 369 |
|
|
2022
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 351 |
|
|
2021
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 353 |
|
|
2021
Q3 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 330 |
|