Creative Planning’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Buy |
29,239
+4,230
| +17% | +$56.9K | ﹤0.01% | 2663 |
|
|
2025
Q1 | $326K | Sell |
25,009
-3,650
| -13% | -$47.6K | ﹤0.01% | 2667 |
|
|
2024
Q4 | $469K | Buy |
28,659
+8,804
| +44% | +$144K | ﹤0.01% | 2282 |
|
|
2024
Q3 | $207K | Buy |
+19,855
| New | +$207K | ﹤0.01% | 2805 |
|
|
2023
Q4 | – | Sell |
-25
| Closed | -$284 | – | 2994 |
|
|
2023
Q3 | $284 | Buy |
+25
| New | +$284 | ﹤0.01% | 2785 |
|