Fuller & Thaler Asset Management’s Upwork UPWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,551,375
| Closed | -$19M | – | 592 |
|
|
2024
Q1 | $19M | Buy |
1,551,375
+408,500
| +36% | +$5.01M | 0.08% | 243 |
|
|
2023
Q4 | $17M | Buy |
1,142,875
+123,892
| +12% | +$1.84M | 0.09% | 225 |
|
|
2023
Q3 | $11.6M | Buy |
+1,018,983
| New | +$11.6M | 0.07% | 241 |
|
|
2021
Q3 | – | Sell |
-290,255
| Closed | -$16.9M | – | 545 |
|
|
2021
Q2 | $16.9M | Sell |
290,255
-12,366
| -4% | -$721K | 0.11% | 167 |
|
|
2021
Q1 | $13.5M | Buy |
+302,621
| New | +$13.5M | 0.1% | 188 |
|