Clearstead Advisors’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 | – | Sell |
-4,590
| Closed | -$91K | – | 2826 |
|
|
2025
Q4 | $91K | Buy |
4,590
+3,184
| +226% | +$58.4K | ﹤0.01% | 1156 |
|
|
2025
Q3 | $26.1K | Buy |
1,406
+1,278
| +998% | +$19K | ﹤0.01% | 1521 |
|
|
2025
Q2 | $1.72K | Sell |
128
-326
| -72% | -$4.68K | ﹤0.01% | 2355 |
|
|
2025
Q1 | $5.92K | Buy |
+454
| New | +$6.92K | ﹤0.01% | 1715 |
|
|
2024
Q3 | – | Sell |
-704
| Closed | -$7.57K | – | 2114 |
|
|
2024
Q2 | $7.57K | Hold |
704
| – | – | ﹤0.01% | 1602 |
|
|
2024
Q1 | $8.5K | Buy |
704
+383
| +119% | +$5.21K | ﹤0.01% | 1087 |
|
|
2023
Q4 | $4.77K | Buy |
321
+157
| +96% | +$2.02K | ﹤0.01% | 1167 |
|
|
2023
Q3 | $1.86K | Buy |
164
+82
| +100% | +$1.02K | ﹤0.01% | 1413 |
|
|
2023
Q2 | $766 | Hold |
82
| – | – | ﹤0.01% | 1274 |
|
|
2023
Q1 | $929 | Sell |
82
-268
| -77% | -$3.19K | ﹤0.01% | 1252 |
|
|
2022
Q4 | $3.65K | Hold |
350
| – | – | ﹤0.01% | 1017 |
|
|
2022
Q3 | $5K | Hold |
350
| – | – | ﹤0.01% | 982 |
|
|
2022
Q2 | $7K | Hold |
350
| – | – | ﹤0.01% | 970 |
|
|
2022
Q1 | $8K | Hold |
350
| – | – | ﹤0.01% | 1023 |
|
|
2021
Q4 | $12K | Hold |
350
| – | – | ﹤0.01% | 915 |
|
|
2021
Q3 | $16K | Sell |
350
-150
| -30% | -$7.31K | ﹤0.01% | 874 |
|
|
2021
Q2 | $29K | Hold |
500
| – | – | ﹤0.01% | 645 |
|
|
2021
Q1 | $22K | Hold |
500
| – | – | ﹤0.01% | 665 |
|
|
2020
Q4 | $17K | Hold |
500
| – | – | ﹤0.01% | 655 |
|
|
2020
Q3 | $9K | Buy |
500
+150
| +43% | +$2.25K | ﹤0.01% | 683 |
|
|
2020
Q2 | $5K | Hold |
350
| – | – | ﹤0.01% | 678 |
|
|
2020
Q1 | $2K | Buy |
+350
| New | +$3K | ﹤0.01% | 737 |
|
Other funds holding UPWK
VPM
AA
VCM
