Kercheville Advisors’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 | $762K | Hold |
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|
2025
Q2 | $970K | Hold |
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|
2025
Q1 | $690K | Sell |
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|
2024
Q4 | $927K | Buy |
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|
2024
Q3 | $402K | Buy |
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|
2024
Q2 | $236K | Hold |
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|
2024
Q1 | $269K | Hold |
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|
2023
Q4 | $409K | Hold |
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|
2023
Q3 | $285K | Hold |
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|
2023
Q2 | $358K | Hold |
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|
2023
Q1 | $159K | Hold |
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|
2022
Q4 | $132K | Hold |
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|
2022
Q3 | $208K | Hold |
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|
2022
Q2 | $316K | Sell |
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|
2022
Q1 | $1.28M | Buy |
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|
2021
Q4 | $794K | Buy |
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|
2021
Q3 | $362K | Buy |
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