AWM
Activest Wealth Management’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65 | Hold |
1
| – | – | ﹤0.01% | 987 |
|
|
2025
Q1 | $46 | Hold |
1
| – | – | ﹤0.01% | 995 |
|
|
2024
Q4 | $62 | Hold |
1
| – | – | ﹤0.01% | 730 |
|
|
2024
Q3 | $40 | Hold |
1
| – | – | ﹤0.01% | 540 |
|
|
2024
Q2 | $24 | Buy |
+1
| New | +$24 | ﹤0.01% | 510 |
|
|
2022
Q4 | – | Sell |
-1,350
| Closed | -$28K | – | 474 |
|
|
2022
Q3 | $28K | Buy |
+1,350
| New | +$28K | 0.01% | 221 |
|