Glass Jacobson Investment Advisors’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 | $259 | Hold |
4
| – | – | ﹤0.01% | 549 |
|
|
2025
Q1 | $247 | Hold |
4
| – | – | ﹤0.01% | 824 |
|
|
2024
Q4 | $247 | Hold |
4
| – | – | ﹤0.01% | 824 |
|
|
2024
Q3 | $161 | Hold |
4
| – | – | ﹤0.01% | 747 |
|
|
2024
Q2 | $95 | Hold |
4
| – | – | ﹤0.01% | 751 |
|
|
2024
Q1 | $108 | Hold |
4
| – | – | ﹤0.01% | 743 |
|
|
2023
Q4 | $164 | Hold |
4
| – | – | ﹤0.01% | 696 |
|
|
2023
Q3 | $115 | Hold |
4
| – | – | ﹤0.01% | 793 |
|
|
2023
Q2 | $144 | Buy |
+4
| New | +$144 | ﹤0.01% | 788 |
|
|
2022
Q4 | $53 | Buy |
+4
| New | +$53 | ﹤0.01% | 821 |
|