Gerber Kawasaki Wealth & Investment Management’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-8,205	Closed	-$259K	–	259
2022 Q2	$259K	Buy	8,205 +2,963	+57%	+$93.5K	0.02%	208
2022 Q1	$571K	Buy	5,242 +1,016	+24%	+$111K	0.05%	151
2021 Q4	$639K	Buy	4,226 +3,066	+264%	+$464K	0.05%	145
2021 Q3	$367K	Buy	+1,160	New	+$367K	0.05%	120