Guided Capital Wealth Management’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
$2.36M Buy
36,437
+609
+2% +$39.4K 1.82% 18
2025
Q1
$1.65M Buy
+35,828
New +$1.65M 1.38% 23