Kercheville Advisors’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 | $970K | Hold |
15,000
| – | – | 0.33% | 52 |
|
|
2025
Q1 | $690K | Sell |
15,000
-50
| -0.3% | -$2.3K | 0.28% | 50 |
|
|
2024
Q4 | $927K | Buy |
15,050
+5,000
| +50% | +$308K | 0.36% | 48 |
|
|
2024
Q3 | $402K | Buy |
10,050
+50
| +0.5% | +$2K | 0.17% | 62 |
|
|
2024
Q2 | $236K | Hold |
10,000
| – | – | 0.1% | 68 |
|
|
2024
Q1 | $269K | Hold |
10,000
| – | – | 0.13% | 65 |
|
|
2023
Q4 | $409K | Hold |
10,000
| – | – | 0.23% | 46 |
|
|
2023
Q3 | $285K | Hold |
10,000
| – | – | 0.18% | 56 |
|
|
2023
Q2 | $358K | Hold |
10,000
| – | – | 0.22% | 51 |
|
|
2023
Q1 | $159K | Hold |
10,000
| – | – | 0.11% | 68 |
|
|
2022
Q4 | $132K | Hold |
10,000
| – | – | 0.09% | 76 |
|
|
2022
Q3 | $208K | Hold |
10,000
| – | – | 0.21% | 65 |
|
|
2022
Q2 | $316K | Sell |
10,000
-1,780
| -15% | -$56.2K | 0.21% | 61 |
|
|
2022
Q1 | $1.29M | Buy |
11,780
+6,535
| +125% | +$713K | 0.61% | 37 |
|
|
2021
Q4 | $794K | Buy |
5,245
+4,100
| +358% | +$621K | 0.35% | 54 |
|
|
2021
Q3 | $362K | Buy |
+1,145
| New | +$362K | 0.17% | 77 |
|