Integrated Wealth Concepts’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 | $503K | Buy |
7,777
+3,149
| +68% | +$204K | 0.01% | 1268 |
|
|
2025
Q1 | $213K | Buy |
4,628
+563
| +14% | +$25.9K | ﹤0.01% | 1591 |
|
|
2024
Q4 | $250K | Buy |
+4,065
| New | +$250K | ﹤0.01% | 1477 |
|
|
2022
Q2 | – | Sell |
-2,570
| Closed | -$280K | – | 1075 |
|
|
2022
Q1 | $280K | Buy |
2,570
+763
| +42% | +$83.1K | 0.01% | 769 |
|
|
2021
Q4 | $273K | Buy |
1,807
+702
| +64% | +$106K | 0.01% | 818 |
|
|
2021
Q3 | $350K | Buy |
+1,105
| New | +$350K | 0.01% | 679 |
|