Jones Financial Companies’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6K | Sell |
1,000
-4,278
| -81% | -$58.3K | ﹤0.01% | 2753 |
|
|
2025
Q1 | $69.7K | Buy |
5,278
+3,978
| +306% | +$52.5K | ﹤0.01% | 1926 |
|
|
2024
Q4 | $21.3K | Sell |
1,300
-1,326
| -50% | -$21.7K | ﹤0.01% | 2232 |
|
|
2024
Q3 | $27.7K | Buy |
2,626
+85
| +3% | +$897 | ﹤0.01% | 1845 |
|
|
2024
Q2 | $27.3K | Sell |
2,541
-881
| -26% | -$9.47K | ﹤0.01% | 1455 |
|
|
2024
Q1 | $42K | Buy |
3,422
+2,650
| +343% | +$32.5K | ﹤0.01% | 763 |
|
|
2023
Q4 | $11.5K | Buy |
+772
| New | +$11.5K | ﹤0.01% | 665 |
|