Bank of Montreal’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.47M | Buy |
|
|||||
|
2025
Q2 | $1.03M | Buy |
|
|||||
|
2025
Q1 | $563K | Sell |
|
|||||
|
2024
Q4 | $1.11M | Sell |
|
|||||
|
2024
Q3 | $15.3M | Sell |
|
|||||
|
2024
Q2 | $10.6M | Sell |
|
|||||
|
2024
Q1 | $14M | Sell |
|
|||||
|
2023
Q4 | $61.9M | Buy |
|
|||||
|
2023
Q3 | $45.1M | Sell |
|
|||||
|
2023
Q2 | $77.6M | Buy |
|
|||||
|
2023
Q1 | $3.55M | Buy |
|
|||||
|
2022
Q4 | $230K | Sell |
|
|||||
|
2022
Q3 | $2.48K | Sell |
|
|||||
|
2022
Q2 | $4.59K | Sell |
|
|||||
|
2022
Q1 | $13.5M | Sell |
|
|||||
|
2021
Q4 | $22.7M | Buy |
|
|||||
|
2021
Q3 | $39.1M | Buy |
|
|||||
|
2021
Q2 | $7.96M | Buy |
|
|||||
|
2021
Q1 | $13K | Buy |
|