Carson Wealth (CWM LLC)’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90K | Sell |
1,393
-2,759
| -66% | -$178K | ﹤0.01% | 2814 |
|
|
2025
Q1 | $191K | Buy |
4,152
+2,817
| +211% | +$130K | ﹤0.01% | 1949 |
|
|
2024
Q4 | $82K | Buy |
1,335
+2
| +0.2% | +$123 | ﹤0.01% | 2421 |
|
|
2024
Q3 | $53K | Buy |
1,333
+311
| +30% | +$12.4K | ﹤0.01% | 2647 |
|
|
2024
Q2 | $24K | Buy |
1,022
+117
| +13% | +$2.75K | ﹤0.01% | 3003 |
|
|
2024
Q1 | $24K | Sell |
905
-226
| -20% | -$5.99K | ﹤0.01% | 2785 |
|
|
2023
Q4 | $46K | Sell |
1,131
-38
| -3% | -$1.55K | ﹤0.01% | 2231 |
|
|
2023
Q3 | $33K | Buy |
1,169
+422
| +56% | +$11.9K | ﹤0.01% | 2352 |
|
|
2023
Q2 | $27K | Buy |
747
+74
| +11% | +$2.68K | ﹤0.01% | 2438 |
|
|
2023
Q1 | $11K | Buy |
673
+23
| +4% | +$376 | ﹤0.01% | 2909 |
|
|
2022
Q4 | $9K | Buy |
650
+383
| +143% | +$5.3K | ﹤0.01% | 2884 |
|
|
2022
Q3 | $6K | Sell |
267
-424
| -61% | -$9.53K | ﹤0.01% | 3008 |
|
|
2022
Q2 | $22K | Sell |
691
-3,015
| -81% | -$96K | ﹤0.01% | 2057 |
|
|
2022
Q1 | $404K | Buy |
3,706
+3,547
| +2,231% | +$387K | ﹤0.01% | 787 |
|
|
2021
Q4 | $24K | Buy |
+159
| New | +$24K | ﹤0.01% | 1899 |
|