Dimensional Fund Advisors’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.1M | Buy |
2,757,605
+263,968
| +11% | +$3.55M | 0.01% | 1659 |
|
|
2025
Q1 | $32.5M | Buy |
2,493,637
+542,007
| +28% | +$7.07M | 0.01% | 1701 |
|
|
2024
Q4 | $31.9M | Buy |
1,951,630
+161,661
| +9% | +$2.64M | 0.01% | 1778 |
|
|
2024
Q3 | $18.7M | Sell |
1,789,969
-17,000
| -0.9% | -$178K | ﹤0.01% | 2031 |
|
|
2024
Q2 | $19.4M | Buy |
1,806,969
+389,006
| +27% | +$4.18M | 0.01% | 1968 |
|
|
2024
Q1 | $17.4M | Buy |
1,417,963
+289,219
| +26% | +$3.55M | ﹤0.01% | 2062 |
|
|
2023
Q4 | $16.8M | Buy |
1,128,744
+290,803
| +35% | +$4.32M | ﹤0.01% | 2075 |
|
|
2023
Q3 | $9.52M | Buy |
837,941
+607,594
| +264% | +$6.9M | ﹤0.01% | 2285 |
|
|
2023
Q2 | $2.15M | Buy |
+230,347
| New | +$2.15M | ﹤0.01% | 2761 |
|
|
2022
Q2 | – | Sell |
-324,793
| Closed | -$7.55M | – | 3529 |
|
|
2022
Q1 | $7.55M | Buy |
324,793
+60,502
| +23% | +$1.41M | ﹤0.01% | 2405 |
|
|
2021
Q4 | $9.03M | Buy |
264,291
+42,140
| +19% | +$1.44M | ﹤0.01% | 2347 |
|
|
2021
Q3 | $10M | Sell |
222,151
-76,973
| -26% | -$3.47M | ﹤0.01% | 2326 |
|
|
2021
Q2 | $17.4M | Sell |
299,124
-45,540
| -13% | -$2.65M | 0.01% | 2097 |
|
|
2021
Q1 | $15.4M | Sell |
344,664
-32,694
| -9% | -$1.46M | 0.01% | 2130 |
|
|
2020
Q4 | $13M | Sell |
377,358
-6,189
| -2% | -$214K | ﹤0.01% | 2180 |
|
|
2020
Q3 | $6.69M | Buy |
383,547
+12,259
| +3% | +$214K | ﹤0.01% | 2364 |
|
|
2020
Q2 | $5.36M | Buy |
371,288
+223,841
| +152% | +$3.23M | ﹤0.01% | 2461 |
|
|
2020
Q1 | $951K | Buy |
147,447
+71,327
| +94% | +$460K | ﹤0.01% | 2912 |
|
|
2019
Q4 | $812K | Buy |
+76,120
| New | +$812K | ﹤0.01% | 3049 |
|