Keudell/Morrison Wealth Management’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 | $223K | Buy |
+3,450
| New | +$223K | 0.05% | 207 |
|
|
2025
Q1 | – | Sell |
-3,450
| Closed | -$212K | – | 236 |
|
|
2024
Q4 | $212K | Buy |
+3,450
| New | +$212K | 0.06% | 202 |
|
|
2022
Q2 | – | Sell |
-3,450
| Closed | -$376K | – | 185 |
|
|
2022
Q1 | $376K | Buy |
3,450
+900
| +35% | +$98.1K | 0.16% | 125 |
|
|
2021
Q4 | $386K | Buy |
+2,550
| New | +$386K | 0.15% | 119 |
|