Charles Schwab’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.5M | Buy |
1,232,479
+36,590
| +3% | +$576K | ﹤0.01% | 1956 |
|
|
2025
Q4 | $23.7M | Buy |
1,195,889
+104,233
| +10% | +$1.91M | ﹤0.01% | 1646 |
|
|
2025
Q3 | $20.3M | Buy |
1,091,656
+74,758
| +7% | +$1.11M | ﹤0.01% | 1733 |
|
|
2025
Q2 | $13.7M | Sell |
1,016,898
-23,144
| -2% | -$332K | ﹤0.01% | 1856 |
|
|
2025
Q1 | $13.6M | Sell |
1,040,042
-35,904
| -3% | -$547K | ﹤0.01% | 1815 |
|
|
2024
Q4 | $17.6M | Buy |
1,075,946
+64,438
| +6% | +$928K | ﹤0.01% | 1767 |
|
|
2024
Q3 | $10.6M | Buy |
1,011,508
+14,680
| +1% | +$153K | ﹤0.01% | 1998 |
|
|
2024
Q2 | $10.7M | Buy |
996,828
+8,468
| +0.9% | +$96.1K | ﹤0.01% | 2007 |
|
|
2024
Q1 | $12.1M | Buy |
988,360
+11,287
| +1% | +$154K | ﹤0.01% | 1897 |
|
|
2023
Q4 | $14.5M | Buy |
977,073
+20,703
| +2% | +$267K | ﹤0.01% | 1789 |
|
|
2023
Q3 | $10.9M | Buy |
956,370
+43,081
| +5% | +$535K | ﹤0.01% | 1871 |
|
|
2023
Q2 | $8.53M | Buy |
913,289
+18,681
| +2% | +$169K | ﹤0.01% | 1980 |
|
|
2023
Q1 | $10.1M | Buy |
894,608
+5,036
| +0.6% | +$59.9K | ﹤0.01% | 1872 |
|
|
2022
Q4 | $9.29M | Buy |
889,572
+23,371
| +3% | +$288K | ﹤0.01% | 1901 |
|
|
2022
Q3 | $11.8M | Sell |
866,201
-43,978
| -5% | -$827K | ﹤0.01% | 1734 |
|
|
2022
Q2 | $18.8M | Sell |
910,179
-4,345
| -0.5% | -$85.4K | 0.01% | 1454 |
|
|
2022
Q1 | $21.3M | Buy |
914,524
+22,703
| +3% | +$568K | 0.01% | 1494 |
|
|
2021
Q4 | $30.5M | Buy |
891,821
+17,552
| +2% | +$776K | 0.01% | 1253 |
|
|
2021
Q3 | $39.4M | Buy |
874,269
+152,274
| +21% | +$7.42M | 0.01% | 1040 |
|
|
2021
Q2 | $42.1M | Buy |
721,995
+63,432
| +10% | +$2.98M | 0.01% | 992 |
|
|
2021
Q1 | $29.5M | Buy |
658,563
+63,246
| +11% | +$2.92M | 0.01% | 1207 |
|
|
2020
Q4 | $20.6M | Buy |
595,317
+11,166
| +2% | +$319K | 0.01% | 1389 |
|
|
2020
Q3 | $10.2M | Buy |
584,151
+87,664
| +18% | +$1.31M | ﹤0.01% | 1684 |
|
|
2020
Q2 | $7.17M | Buy |
496,487
+113,586
| +30% | +$1.19M | ﹤0.01% | 1844 |
|
|
2020
Q1 | $2.47M | Buy |
382,901
+7,321
| +2% | +$62.8K | ﹤0.01% | 2186 |
|
|
2019
Q4 | $4.01M | Buy |
375,580
+11,202
| +3% | +$141K | ﹤0.01% | 2137 |
|
|
2019
Q3 | $4.85M | Buy |
364,378
+20,015
| +6% | +$305K | ﹤0.01% | 1972 |
|
|
2019
Q2 | $5.54M | Buy |
344,363
+94,445
| +38% | +$1.63M | ﹤0.01% | 1924 |
|
|
2019
Q1 | $4.78M | Buy |
249,918
+8,986
| +4% | +$184K | ﹤0.01% | 1997 |
|
|
2018
Q4 | $4.36M | Buy |
+240,932
| New | +$4.48M | ﹤0.01% | 1977 |
|
Other funds holding UPWK
VPM
AA
VCM
