Charles Schwab’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
Q3 | $37.7M | Buy |
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|
2025
Q2 | $44.6M | Buy |
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|
2025
Q1 | $30.3M | Buy |
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|
2024
Q4 | $40.5M | Buy |
|
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|
2024
Q3 | $25.7M | Buy |
|
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|
2024
Q2 | $14.4M | Buy |
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|
2024
Q1 | $15.7M | Buy |
|
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|
2023
Q4 | $23.4M | Buy |
|
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|
2023
Q3 | $15.9M | Buy |
|
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|
2023
Q2 | $19.1M | Buy |
|
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|
2023
Q1 | $5.94M | Buy |
|
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|
2022
Q4 | $4.91M | Buy |
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|
2022
Q3 | $7.55M | Buy |
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|
2022
Q2 | $9.15M | Buy |
|
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|
2022
Q1 | $29.5M | Buy |
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|
2021
Q4 | $40M | Buy |
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|
2021
Q3 | $76.7M | Buy |
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|
2021
Q2 | $14.8M | Buy |
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|
2021
Q1 | $11M | Buy |
|