Frazier Financial Advisors’s Upstart Holdings UPST Stock Holding History

Frazier Financial Advisors’s Portfolio UPST Stock Details UPST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.08K	Hold
2025 Q2	$6.47K	Hold
2025 Q1	$4.6K	Hold
2024 Q4	$6.33K	Hold
2024 Q3	$4K	Hold
2024 Q2	$2.36K	Hold
2024 Q1	$2.69K	Hold
2023 Q4	$4.09K	Buy