Gen-Wealth Partners’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $970 | Hold |
15
| – | – | ﹤0.01% | 590 |
|
|
2025
Q1 | $690 | Hold |
15
| – | – | ﹤0.01% | 578 |
|
|
2024
Q4 | $924 | Hold |
15
| – | – | ﹤0.01% | 606 |
|
|
2024
Q3 | $767 | Hold |
15
| – | – | ﹤0.01% | 624 |
|
|
2024
Q2 | $354 | Hold |
15
| – | – | ﹤0.01% | 624 |
|
|
2024
Q1 | $403 | Buy |
+15
| New | +$403 | ﹤0.01% | 608 |
|