Corient Private Wealth’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $859K | Sell |
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|
2025
Q2 | $1.08M | Sell |
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|
2025
Q1 | $1.84M | Sell |
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|
2024
Q4 | $2.82M | Buy |
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|
2024
Q3 | $237K | Buy |
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|
2024
Q2 | $244K | Sell |
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|
2024
Q1 | $929K | Buy |
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|
2023
Q4 | $1.07M | Buy |
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|
2023
Q3 | $626K | Buy |
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|
2023
Q2 | $512K | Buy |
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|
2023
Q1 | $617K | Buy |
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|
2022
Q4 | $559K | Buy |
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