Hillsdale Investment Management’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.04M | Buy |
449,400
+88,000
| +24% | +$1.18M | 0.22% | 100 |
|
2025
Q1 | $4.72M | Buy |
361,400
+11,600
| +3% | +$151K | 0.24% | 76 |
|
2024
Q4 | $5.72M | Buy |
349,800
+2,700
| +0.8% | +$44.1K | 0.29% | 61 |
|
2024
Q3 | $3.63M | Buy |
347,100
+2,850
| +0.8% | +$29.8K | 0.28% | 144 |
|
2024
Q2 | $3.7M | Buy |
344,250
+52,200
| +18% | +$561K | 0.29% | 125 |
|
2024
Q1 | $3.58M | Buy |
292,050
+23,600
| +9% | +$289K | 0.28% | 148 |
|
2023
Q4 | $3.99M | Sell |
268,450
-1,000
| -0.4% | -$14.9K | 0.33% | 110 |
|
2023
Q3 | $3.06M | Buy |
+269,450
| New | +$3.06M | 0.28% | 140 |
|
2021
Q4 | – | Sell |
-17,000
| Closed | -$766K | – | 627 |
|
2021
Q3 | $766K | Hold |
17,000
| – | – | 0.06% | 301 |
|
2021
Q2 | $991K | Sell |
17,000
-100,100
| -85% | -$5.84M | 0.08% | 263 |
|
2021
Q1 | $5.24M | Buy |
117,100
+89,100
| +318% | +$3.99M | 0.44% | 65 |
|
2020
Q4 | $967K | Buy |
+28,000
| New | +$967K | 0.09% | 227 |
|