Corient Private Wealth’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Buy |
160,420
+19,637
| +14% | +$264K | ﹤0.01% | 1081 |
|
|
2025
Q1 | $1.84M | Sell |
140,783
-31,799
| -18% | -$415K | ﹤0.01% | 1005 |
|
|
2024
Q4 | $2.82M | Buy |
172,582
+149,871
| +660% | +$2.45M | ﹤0.01% | 882 |
|
|
2024
Q3 | $237K | Buy |
22,711
+49
| +0.2% | +$512 | ﹤0.01% | 2107 |
|
|
2024
Q2 | $244K | Sell |
22,662
-53,099
| -70% | -$571K | ﹤0.01% | 2014 |
|
|
2024
Q1 | $929K | Buy |
75,761
+3,723
| +5% | +$45.6K | ﹤0.01% | 1329 |
|
|
2023
Q4 | $1.07M | Buy |
72,038
+16,918
| +31% | +$252K | ﹤0.01% | 1262 |
|
|
2023
Q3 | $626K | Buy |
55,120
+287
| +0.5% | +$3.26K | ﹤0.01% | 1368 |
|
|
2023
Q2 | $512K | Buy |
54,833
+315
| +0.6% | +$2.94K | ﹤0.01% | 1438 |
|
|
2023
Q1 | $617K | Buy |
54,518
+1,000
| +2% | +$11.3K | ﹤0.01% | 1288 |
|
|
2022
Q4 | $559K | Buy |
+53,518
| New | +$559K | ﹤0.01% | 1102 |
|