Envestnet Asset Management’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Sell |
95,825
-551
| -0.6% | -$7.41K | ﹤0.01% | 3113 |
|
|
2025
Q1 | $1.26M | Buy |
+96,376
| New | +$1.26M | ﹤0.01% | 3046 |
|
|
2022
Q4 | – | Sell |
-23,572
| Closed | -$321K | – | 4075 |
|
|
2022
Q3 | $321K | Buy |
23,572
+1,920
| +9% | +$26.1K | ﹤0.01% | 3292 |
|
|
2022
Q2 | $448K | Buy |
21,652
+61
| +0.3% | +$1.26K | ﹤0.01% | 3111 |
|
|
2022
Q1 | $502K | Sell |
21,591
-1,459
| -6% | -$33.9K | ﹤0.01% | 3121 |
|
|
2021
Q4 | $787K | Buy |
23,050
+5,757
| +33% | +$197K | ﹤0.01% | 2789 |
|
|
2021
Q3 | $779K | Sell |
17,293
-1,618
| -9% | -$72.9K | ﹤0.01% | 2703 |
|
|
2021
Q2 | $1.1M | Buy |
18,911
+10,518
| +125% | +$613K | ﹤0.01% | 2453 |
|
|
2021
Q1 | $376K | Buy |
8,393
+2,072
| +33% | +$92.8K | ﹤0.01% | 3011 |
|
|
2020
Q4 | $218K | Buy |
+6,321
| New | +$218K | ﹤0.01% | 3097 |
|