Altshuler Shaham’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Buy |
13,000
+2,500
| +24% | +$352K | 0.06% | 53 |
|
|
2025
Q1 | $483K | Buy |
+10,500
| New | +$483K | 0.01% | 83 |
|
|
2024
Q4 | – | Sell |
-17,400
| Closed | -$696K | – | 403 |
|
|
2024
Q3 | $696K | Buy |
+17,400
| New | +$696K | 0.04% | 56 |
|
|
2022
Q1 | – | Sell |
-10,023
| Closed | -$1.52M | – | 616 |
|
|
2021
Q4 | $1.52M | Buy |
10,023
+9,872
| +6,538% | +$1.49M | 0.01% | 117 |
|
|
2021
Q3 | $48K | Buy |
+151
| New | +$48K | ﹤0.01% | 409 |
|