AA
Addison Advisors’s Upstart Holdings UPST Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $259 | Hold |
4
| – | – | ﹤0.01% | 855 |
|
2025
Q1 | $185 | Hold |
4
| – | – | ﹤0.01% | 819 |
|
2024
Q4 | $247 | Hold |
4
| – | – | ﹤0.01% | 820 |
|
2024
Q3 | $161 | Hold |
4
| – | – | ﹤0.01% | 820 |
|
2024
Q2 | $95 | Hold |
4
| – | – | ﹤0.01% | 762 |
|
2024
Q1 | $108 | Hold |
4
| – | – | ﹤0.01% | 685 |
|
2023
Q4 | $164 | Hold |
4
| – | – | ﹤0.01% | 691 |
|
2023
Q3 | $115 | Buy |
+4
| New | +$115 | ﹤0.01% | 667 |
|