HighTower Advisors’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-31,012
| Closed | -$405K | – | 3717 |
|
|
2025
Q1 | $405K | Buy |
+31,012
| New | +$405K | ﹤0.01% | 2621 |
|
|
2024
Q4 | – | Sell |
-11,036
| Closed | -$115K | – | 3651 |
|
|
2024
Q3 | $115K | Sell |
11,036
-65,811
| -86% | -$686K | ﹤0.01% | 3260 |
|
|
2024
Q2 | $825K | Sell |
76,847
-6,913
| -8% | -$74.2K | ﹤0.01% | 1963 |
|
|
2024
Q1 | $1.02M | Buy |
+83,760
| New | +$1.02M | ﹤0.01% | 1789 |
|
|
2023
Q2 | – | Sell |
-11,315
| Closed | -$129K | – | 3352 |
|
|
2023
Q1 | $129K | Sell |
11,315
-1,328
| -11% | -$15.1K | ﹤0.01% | 2859 |
|
|
2022
Q4 | $132K | Buy |
+12,643
| New | +$132K | ﹤0.01% | 2855 |
|
|
2022
Q1 | – | Sell |
-8,110
| Closed | -$276K | – | 3243 |
|
|
2021
Q4 | $276K | Sell |
8,110
-1,004
| -11% | -$34.2K | ﹤0.01% | 2506 |
|
|
2021
Q3 | $412K | Sell |
9,114
-1,869
| -17% | -$84.5K | ﹤0.01% | 2189 |
|
|
2021
Q2 | $635K | Buy |
+10,983
| New | +$635K | ﹤0.01% | 1911 |
|