Commonwealth Equity Services’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 |
-31,439
| Closed | -$623K | – | 4461 |
|
|
2025
Q4 | $623K | Buy |
31,439
+4,429
| +16% | +$81.2K | ﹤0.01% | 2985 |
|
|
2025
Q3 | $502K | Sell |
27,010
-990
| -4% | -$14.7K | ﹤0.01% | 3173 |
|
|
2025
Q2 | $376K | Buy |
28,000
+53
| +0.2% | +$761 | ﹤0.01% | 3398 |
|
|
2025
Q1 | $365K | Buy |
27,947
+328
| +1% | +$5K | ﹤0.01% | 3313 |
|
|
2024
Q4 | $452K | Sell |
27,619
-2,041
| -7% | -$29.4K | ﹤0.01% | 3037 |
|
|
2024
Q3 | $310K | Sell |
29,660
-3,250
| -10% | -$33.9K | ﹤0.01% | 3323 |
|
|
2024
Q2 | $354K | Sell |
32,910
-50,248
| -60% | -$570K | ﹤0.01% | 3151 |
|
|
2024
Q1 | $1.02M | Buy |
83,158
+7,332
| +10% | +$99.7K | ﹤0.01% | 2232 |
|
|
2023
Q4 | $1.13M | Buy |
75,826
+45,785
| +152% | +$591K | ﹤0.01% | 2096 |
|
|
2023
Q3 | $341K | Sell |
30,041
-550
| -2% | -$6.83K | ﹤0.01% | 2911 |
|
|
2023
Q2 | $286K | Sell |
30,591
-1,282
| -4% | -$11.6K | ﹤0.01% | 3093 |
|
|
2023
Q1 | $360 | Buy |
31,873
+250
| +0.8% | +$2.98K | ﹤0.01% | 2812 |
|
|
2022
Q4 | $330K | Sell |
31,623
-5,534
| -15% | -$68.3K | ﹤0.01% | 2796 |
|
|
2022
Q3 | $506K | Buy |
37,157
+5
| +0% | +$94 | ﹤0.01% | 2400 |
|
|
2022
Q2 | $768K | Sell |
37,152
-1,925
| -5% | -$37.8K | ﹤0.01% | 2098 |
|
|
2022
Q1 | $908K | Sell |
39,077
-756
| -2% | -$18.9K | ﹤0.01% | 2073 |
|
|
2021
Q4 | $1.36M | Buy |
39,833
+1,071
| +3% | +$47.3K | ﹤0.01% | 1768 |
|
|
2021
Q3 | $1.75M | Buy |
38,762
+950
| +3% | +$46.3K | ﹤0.01% | 1519 |
|
|
2021
Q2 | $2.2M | Sell |
37,812
-229
| -0.6% | -$10.8K | 0.01% | 1356 |
|
|
2021
Q1 | $1.7M | Sell |
38,041
-885
| -2% | -$40.8K | ﹤0.01% | 1437 |
|
|
2020
Q4 | $1.34M | Buy |
38,926
+3,250
| +9% | +$92.9K | ﹤0.01% | 1472 |
|
|
2020
Q3 | $622K | Buy |
+35,676
| New | +$534K | ﹤0.01% | 1822 |
|
Other funds holding UPWK
VPM
AA
VCM
