Bell Investment Advisors’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.9K | Buy |
1,330
+47
| +4% | +$632 | ﹤0.01% | 458 |
|
|
2025
Q1 | $16.7K | Buy |
1,283
+32
| +3% | +$418 | ﹤0.01% | 438 |
|
|
2024
Q4 | $20.5K | Buy |
1,251
+29
| +2% | +$474 | ﹤0.01% | 381 |
|
|
2024
Q3 | $12.8K | Hold |
1,222
| – | – | ﹤0.01% | 534 |
|
|
2024
Q2 | $13.1K | Sell |
1,222
-45
| -4% | -$484 | ﹤0.01% | 511 |
|
|
2024
Q1 | $15.5K | Sell |
1,267
-43
| -3% | -$527 | ﹤0.01% | 438 |
|
|
2023
Q4 | $19.5K | Buy |
1,310
+45
| +4% | +$669 | ﹤0.01% | 361 |
|
|
2023
Q3 | $14.4K | Buy |
1,265
+43
| +4% | +$489 | ﹤0.01% | 390 |
|
|
2023
Q2 | $11.4K | Sell |
1,222
-94
| -7% | -$878 | ﹤0.01% | 467 |
|
|
2023
Q1 | $14.9K | Buy |
1,316
+11
| +0.8% | +$125 | ﹤0.01% | 375 |
|
|
2022
Q4 | $13.6K | Buy |
1,305
+169
| +15% | +$1.76K | ﹤0.01% | 386 |
|
|
2022
Q3 | $15K | Buy |
1,136
+1,108
| +3,957% | +$14.6K | ﹤0.01% | 317 |
|
|
2022
Q2 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 1640 |
|
|
2021
Q4 | $0 | Sell |
14
-15
| -52% | – | ﹤0.01% | 1948 |
|
|
2021
Q3 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 1596 |
|