Heritage Wealth Advisors’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.08K | Hold |
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|
2025
Q2 | $6.47K | Hold |
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|
2025
Q1 | $4.6K | Hold |
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|
2024
Q4 | $6.16K | Hold |
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|
2024
Q3 | $4K | Hold |
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|
2024
Q2 | $2.36K | Hold |
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|
2024
Q1 | $2.69K | Hold |
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|
2023
Q4 | $4.09K | Hold |
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|
2023
Q3 | $2.85K | Hold |
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|
2023
Q2 | $3.58K | Hold |
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|
2023
Q1 | $1.59K | Hold |
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|
2022
Q4 | $1.32K | Hold |
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|
2022
Q3 | $2.08K | Hold |
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|
2022
Q2 | $3K | Hold |
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|
2022
Q1 | $11K | Hold |
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|
2021
Q4 | $15K | Buy |
|