Bank Julius Baer & Co’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 | $212K | Buy |
3,271
+1,704
| +109% | +$110K | ﹤0.01% | 441 |
|
|
2025
Q1 | $81.5K | Sell |
1,567
-38
| -2% | -$1.98K | ﹤0.01% | 505 |
|
|
2024
Q4 | $109K | Buy |
+1,605
| New | +$109K | ﹤0.01% | 463 |
|
|
2024
Q2 | – | Sell |
-78,399
| Closed | -$2.11M | – | 539 |
|
|
2024
Q1 | $2.11M | Buy |
78,399
+19,500
| +33% | +$524K | 0.01% | 224 |
|
|
2023
Q4 | $2.41M | Buy |
58,899
+4,929
| +9% | +$201K | 0.01% | 232 |
|
|
2023
Q3 | $1.54M | Buy |
53,970
+3,031
| +6% | +$86.5K | 0.01% | 223 |
|
|
2023
Q2 | $1.82M | Buy |
50,939
+2,094
| +4% | +$75K | 0.01% | 221 |
|
|
2023
Q1 | $776K | Buy |
48,845
+1,962
| +4% | +$31.2K | ﹤0.01% | 299 |
|
|
2022
Q4 | $620K | Sell |
46,883
-598
| -1% | -$7.91K | ﹤0.01% | 321 |
|
|
2022
Q3 | $987K | Sell |
47,481
-18,430
| -28% | -$383K | 0.01% | 259 |
|
|
2022
Q2 | $2.08M | Buy |
65,911
+26,692
| +68% | +$844K | 0.01% | 205 |
|
|
2022
Q1 | $4.28M | Buy |
39,219
+39,044
| +22,311% | +$4.26M | 0.03% | 181 |
|
|
2021
Q4 | $26K | Buy |
+175
| New | +$26K | ﹤0.01% | 722 |
|