AssetMark Inc’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59K | Buy |
40
+30
| +300% | +$1.94K | ﹤0.01% | 2353 |
|
|
2025
Q1 | $460 | Sell |
10
-3
| -23% | -$138 | ﹤0.01% | 2431 |
|
|
2024
Q4 | $800 | Buy |
13
+3
| +30% | +$185 | ﹤0.01% | 2288 |
|
|
2024
Q3 | $400 | Buy |
+10
| New | +$400 | ﹤0.01% | 2108 |
|
|
2024
Q1 | – | Sell |
-15
| Closed | -$613 | – | 2128 |
|
|
2023
Q4 | $613 | Buy |
+15
| New | +$613 | ﹤0.01% | 1663 |
|
|
2022
Q4 | – | Sell |
-5
| Closed | – | – | 1664 |
|
|
2022
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1639 |
|
|
2022
Q1 | – | Sell |
-15
| Closed | -$2K | – | 1755 |
|
|
2021
Q4 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 1391 |
|