Carnegie Investment Counsel’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
Q4 | $10.4M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $7.01M | Buy |
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|
2023
Q3 | $2.66M | Buy |
|
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|
2023
Q2 | $393K | Sell |
|
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|
2023
Q1 | $1.13M | Sell |
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|
2022
Q4 | $1.41M | Sell |
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|
2022
Q3 | $4.28M | Buy |
|
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|
2022
Q2 | $5.86M | Buy |
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|
2022
Q1 | $20M | Buy |
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|
2021
Q4 | $22M | Buy |
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|
2021
Q3 | $31.6M | Buy |
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|
2021
Q2 | $11.2M | Sell |
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|
2021
Q1 | $11.8M | Buy |
|