Hemington 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
$2K Hold
46
﹤0.01% 1359
2025
Q1
$2K Sell
46
-5
-10% -$217 ﹤0.01% 1341
2024
Q4
$3K Buy
51
+4
+9% +$235 ﹤0.01% 1212
2024
Q3
$2K Buy
+47
New +$2K ﹤0.01% 1251