Cornerstone Planning Group’s Upstart Holdings UPST Stock Holding History

Cornerstone Planning Group’s Portfolio UPST Stock Details UPST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$49.2K	Buy
2025 Q2	$909	Hold
2025 Q1	$484	Hold
2024 Q4	$715	Hold
2024 Q3	$555	Buy
2023 Q4	–	Sell
2023 Q3	$114	Hold
2023 Q2	$143	Buy
2022 Q4	$63	Buy