Cassady Schiller Wealth Management’s Upstart Holdings UPST Stock Holding History

Cassady Schiller Wealth Management’s Portfolio UPST Stock Details UPST Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$309K	Sell
2024 Q3	$208K	Buy
2024 Q2	$98.9K	Buy
2024 Q1	$87K	Buy
2023 Q4	$112K	Buy
2023 Q3	$63.4K	Buy
2023 Q2	$60.7K	Buy
2023 Q1	$18.7K	Buy
2022 Q4	$9.2K	Buy