Allworth Financial’s Upwork UPWK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.89K Buy
2025
Q2
$1.14K Sell
2025
Q1
$1.79K Buy
2024
Q4
$1.35K Hold
2024
Q3
$878 Buy
2024
Q2
$721 Sell
2024
Q1
$994 Buy
2023
Q4
$937 Sell
2023
Q3
$830 Buy
2023
Q2
$589 Buy
2022
Q4
Sell
2022
Q3
$0 Buy
2022
Q2
$0 Buy
2022
Q1
Sell
2021
Q4
$0 Hold
2021
Q3
$0 Buy