CIBC Private Wealth Group’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Buy |
5,007
+4,903
| +4,714% | +$317K | ﹤0.01% | 951 |
|
|
2025
Q1 | $3.73K | Buy |
104
+4
| +4% | +$144 | ﹤0.01% | 2534 |
|
|
2024
Q4 | $5.92K | Sell |
100
-45
| -31% | -$2.67K | ﹤0.01% | 2424 |
|
|
2024
Q3 | $5.8K | Sell |
145
-9
| -6% | -$360 | ﹤0.01% | 2552 |
|
|
2024
Q2 | $3.58K | Buy |
154
+54
| +54% | +$1.25K | ﹤0.01% | 2626 |
|
|
2024
Q1 | $2.64K | Buy |
+100
| New | +$2.64K | ﹤0.01% | 2687 |
|
|
2022
Q2 | – | Sell |
-909
| Closed | -$99K | – | 1302 |
|
|
2022
Q1 | $99K | Buy |
+909
| New | +$99K | ﹤0.01% | 1000 |
|
|
2021
Q3 | – | Sell |
-1,771
| Closed | -$221K | – | 1024 |
|
|
2021
Q2 | $221K | Buy |
+1,771
| New | +$221K | ﹤0.01% | 978 |
|