Allworth Financial’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14K | Sell |
85
-47
| -36% | -$632 | ﹤0.01% | 3914 |
|
|
2025
Q1 | $1.79K | Buy |
132
+48
| +57% | +$651 | ﹤0.01% | 3248 |
|
|
2024
Q4 | $1.35K | Hold |
84
| – | – | ﹤0.01% | 3294 |
|
|
2024
Q3 | $878 | Buy |
84
+21
| +33% | +$220 | ﹤0.01% | 3268 |
|
|
2024
Q2 | $721 | Sell |
63
-18
| -22% | -$206 | ﹤0.01% | 3271 |
|
|
2024
Q1 | $994 | Buy |
81
+18
| +29% | +$221 | ﹤0.01% | 3085 |
|
|
2023
Q4 | $937 | Sell |
63
-10
| -14% | -$149 | ﹤0.01% | 2967 |
|
|
2023
Q3 | $830 | Buy |
73
+10
| +16% | +$114 | ﹤0.01% | 2907 |
|
|
2023
Q2 | $589 | Buy |
+63
| New | +$589 | ﹤0.01% | 2860 |
|
|
2022
Q4 | – | Sell |
-13
| Closed | – | – | 3206 |
|
|
2022
Q3 | $0 | Buy |
13
+7
| +117% | – | ﹤0.01% | 3127 |
|
|
2022
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 2834 |
|
|
2022
Q1 | – | Sell |
-4
| Closed | – | – | 2396 |
|
|
2021
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 2130 |
|
|
2021
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1984 |
|