International Assets Investment Management’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 | $881K | Hold |
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|
2025
Q2 | $836K | Buy |
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|
2025
Q1 | $581K | Buy |
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|
2024
Q4 | $338K | Sell |
|
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|
2024
Q3 | $5.83K | Buy |
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|
2024
Q2 | $131K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $330K | Sell |
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|
2023
Q3 | $244K | Buy |
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|
2023
Q2 | $257K | Sell |
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|
2023
Q1 | $136K | Sell |
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|
2022
Q4 | $185K | Buy |
|