AMI Asset Management’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-218,389
| Closed | -$2.47M | – | 83 |
|
|
2023
Q1 | $2.47M | Buy |
218,389
+54,727
| +33% | +$620K | 0.16% | 56 |
|
|
2022
Q4 | $1.71M | Buy |
163,662
+3,799
| +2% | +$39.7K | 0.12% | 64 |
|
|
2022
Q3 | $2.18M | Sell |
159,863
-78,737
| -33% | -$1.07M | 0.16% | 63 |
|
|
2022
Q2 | $4.93M | Buy |
238,600
+68,279
| +40% | +$1.41M | 0.31% | 53 |
|
|
2022
Q1 | $3.96M | Buy |
170,321
+12,566
| +8% | +$292K | 0.21% | 65 |
|
|
2021
Q4 | $5.39M | Sell |
157,755
-47,552
| -23% | -$1.62M | 0.26% | 61 |
|
|
2021
Q3 | $9.25M | Buy |
205,307
+52,089
| +34% | +$2.35M | 0.46% | 42 |
|
|
2021
Q2 | $8.93M | Buy |
153,218
+1,863
| +1% | +$109K | 0.45% | 41 |
|
|
2021
Q1 | $6.78M | Buy |
+151,355
| New | +$6.78M | 0.35% | 54 |
|