Commonwealth Equity Services’s Upwork UPWK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$376K Buy
28,000
+53
+0.2% +$712 ﹤0.01% 3398
2025
Q1
$365K Buy
27,947
+328
+1% +$4.28K ﹤0.01% 3313
2024
Q4
$452K Sell
27,619
-2,041
-7% -$33.4K ﹤0.01% 3037
2024
Q3
$310K Sell
29,660
-3,250
-10% -$34K ﹤0.01% 3323
2024
Q2
$354K Sell
32,910
-50,248
-60% -$540K ﹤0.01% 3151
2024
Q1
$1.02M Buy
83,158
+7,332
+10% +$89.9K ﹤0.01% 2232
2023
Q4
$1.13M Buy
75,826
+45,785
+152% +$681K ﹤0.01% 2096
2023
Q3
$341K Sell
30,041
-550
-2% -$6.24K ﹤0.01% 2911
2023
Q2
$286K Sell
30,591
-1,282
-4% -$12K ﹤0.01% 3093
2023
Q1
$360 Buy
31,873
+250
+0.8% +$3 ﹤0.01% 2812
2022
Q4
$330K Sell
31,623
-5,534
-15% -$57.8K ﹤0.01% 2796
2022
Q3
$506K Buy
37,157
+5
+0% +$68 ﹤0.01% 2400
2022
Q2
$768K Sell
37,152
-1,925
-5% -$39.8K ﹤0.01% 2098
2022
Q1
$908K Sell
39,077
-756
-2% -$17.6K ﹤0.01% 2073
2021
Q4
$1.36M Buy
39,833
+1,071
+3% +$36.6K ﹤0.01% 1768
2021
Q3
$1.75M Buy
38,762
+950
+3% +$42.8K ﹤0.01% 1519
2021
Q2
$2.2M Sell
37,812
-229
-0.6% -$13.3K 0.01% 1356
2021
Q1
$1.7M Sell
38,041
-885
-2% -$39.6K ﹤0.01% 1437
2020
Q4
$1.34M Buy
38,926
+3,250
+9% +$112K ﹤0.01% 1472
2020
Q3
$622K Buy
+35,676
New +$622K ﹤0.01% 1822