LBWM
UPST icon

Left Brain Wealth Management’s Upstart Holdings UPST Stock Holding History

Left Brain Wealth Management’s Portfolio UPST Stock Details UPST Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$427K Sell
6,600
-1,570
-19% -$102K 0.15% 71
2025
Q1 		$376K Sell
8,170
-3,500
-30% -$161K 0.16% 69
2024
Q4 		$719K Buy
+11,670
New +$719K 0.27% 55