Banque Pictet & Cie’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-72,000
| Closed | -$2.94M | – | 355 |
|
|
2023
Q4 | $2.94M | Sell |
72,000
-8,000
| -10% | -$327K | 0.02% | 178 |
|
|
2023
Q3 | $2.28M | Buy |
+80,000
| New | +$2.28M | 0.03% | 199 |
|
|
2023
Q2 | – | Sell |
-91,000
| Closed | -$1.45M | – | 604 |
|
|
2023
Q1 | $1.45M | Buy |
91,000
+3,000
| +3% | +$47.7K | 0.01% | 319 |
|
|
2022
Q4 | $1.16M | Hold |
88,000
| – | – | 0.01% | 384 |
|
|
2022
Q3 | $1.83M | Buy |
88,000
+1,500
| +2% | +$31.2K | 0.02% | 301 |
|
|
2022
Q2 | $2.74K | Buy |
86,500
+6,500
| +8% | +$206 | 0.03% | 255 |
|
|
2022
Q1 | $8.73M | Buy |
+80,000
| New | +$8.73M | 0.07% | 133 |
|