Fisher Asset Management’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-160,346
| Closed | -$5.65M | – | 1055 |
|
|
2024
Q1 | $5.65M | Buy |
160,346
+9,284
| +6% | +$327K | ﹤0.01% | 495 |
|
|
2023
Q4 | $5.13M | Sell |
151,062
-21,279
| -12% | -$723K | ﹤0.01% | 491 |
|
|
2023
Q3 | $5.08M | Buy |
172,341
+14,829
| +9% | +$437K | ﹤0.01% | 523 |
|
|
2023
Q2 | $4.9M | Buy |
157,512
+371
| +0.2% | +$11.5K | ﹤0.01% | 547 |
|
|
2023
Q1 | $3.85M | Buy |
157,141
+13,118
| +9% | +$322K | ﹤0.01% | 576 |
|
|
2022
Q4 | $3.25M | Buy |
144,023
+96,056
| +200% | +$2.17M | ﹤0.01% | 580 |
|
|
2022
Q3 | $840K | Buy |
+47,967
| New | +$840K | ﹤0.01% | 700 |
|