Avion Wealth’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 | $4K | Buy |
73
+22
| +43% | +$1.21K | ﹤0.01% | 693 |
|
|
2025
Q1 | $3K | Hold |
51
| – | – | ﹤0.01% | 673 |
|
|
2024
Q4 | $3K | Hold |
51
| – | – | ﹤0.01% | 670 |
|
|
2024
Q3 | $2K | Hold |
51
| – | – | ﹤0.01% | 724 |
|
|
2024
Q2 | $1K | Buy |
51
+21
| +70% | +$412 | ﹤0.01% | 831 |
|
|
2024
Q1 | $1K | Sell |
30
-33
| -52% | -$1.1K | ﹤0.01% | 1099 |
|
|
2023
Q4 | $3K | Sell |
63
-51
| -45% | -$2.43K | ﹤0.01% | 508 |
|
|
2023
Q3 | $2K | Buy |
114
+19
| +20% | +$333 | ﹤0.01% | 529 |
|
|
2023
Q2 | $3K | Buy |
+95
| New | +$3K | ﹤0.01% | 442 |
|