Financial Gravity 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
Q1 | $4.61M | Buy |
+353,546
| New | +$4.61M | 1.01% | 24 |
|
|
2024
Q2 | $3.56M | Sell |
330,949
-269,378
| -45% | -$2.89M | 0.89% | 26 |
|
|
2024
Q1 | $8.13M | Sell |
600,327
-3,588,680
| -86% | -$48.6M | 1.09% | 23 |
|
|
2023
Q4 | $90.1M | Buy |
4,189,007
+295,451
| +8% | +$6.35M | 0.96% | 41 |
|
|
2023
Q3 | $85.7M | Buy |
3,893,556
+3,725,442
| +2,216% | +$82M | 0.94% | 42 |
|
|
2023
Q2 | $1.57K | Buy |
168,114
+26,963
| +19% | +$252 | ﹤0.01% | 699 |
|
|
2023
Q1 | $1.6K | Buy |
141,151
+106,698
| +310% | +$1.21K | 0.05% | 322 |
|
|
2022
Q4 | $360 | Buy |
34,453
+2,676
| +8% | +$28 | ﹤0.01% | 844 |
|
|
2022
Q3 | $433 | Sell |
31,777
-44,664
| -58% | -$609 | 0.01% | 410 |
|
|
2022
Q2 | $1.58K | Buy |
76,441
+45,782
| +149% | +$944 | 0.05% | 294 |
|
|
2022
Q1 | $712 | Sell |
30,659
-26,912
| -47% | -$625 | 0.02% | 369 |
|
|
2021
Q4 | $1.42K | Buy |
57,571
+1,670
| +3% | +$41 | 0.03% | 357 |
|
|
2021
Q3 | $2.52M | Sell |
55,901
-48,024
| -46% | -$2.17M | 1.19% | 16 |
|
|
2021
Q2 | $6.06M | Buy |
103,925
+78
| +0.1% | +$4.55K | 2.17% | 7 |
|
|
2021
Q1 | $4.65K | Buy |
103,847
+28,470
| +38% | +$1.28K | 0.1% | 151 |
|
|
2020
Q4 | $2.6M | Buy |
+75,377
| New | +$2.6M | 2.38% | 12 |
|
|
2020
Q2 | – | Sell |
-27,854
| Closed | -$181 | – | 874 |
|
|
2020
Q1 | $181 | Buy |
+27,854
| New | +$181 | ﹤0.01% | 765 |
|