LPL Financial’s Upwork UPWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Sell |
21,320
-71,167
| -77% | -$956K | ﹤0.01% | 4692 |
|
|
2025
Q1 | $1.21M | Buy |
92,487
+20,645
| +29% | +$269K | ﹤0.01% | 3365 |
|
|
2024
Q4 | $1.17M | Buy |
+71,842
| New | +$1.17M | ﹤0.01% | 3330 |
|
|
2024
Q2 | – | Sell |
-38,529
| Closed | -$472K | – | 5022 |
|
|
2024
Q1 | $472K | Buy |
+38,529
| New | +$472K | ﹤0.01% | 3782 |
|
|
2023
Q4 | – | Sell |
-15,427
| Closed | -$175K | – | 4817 |
|
|
2023
Q3 | $175K | Buy |
+15,427
| New | +$175K | ﹤0.01% | 4230 |
|
|
2022
Q2 | – | Sell |
-9,536
| Closed | -$222K | – | 4501 |
|
|
2022
Q1 | $222K | Sell |
9,536
-2,557
| -21% | -$59.5K | ﹤0.01% | 3766 |
|
|
2021
Q4 | $413K | Sell |
12,093
-1,055
| -8% | -$36K | ﹤0.01% | 3426 |
|
|
2021
Q3 | $592K | Buy |
13,148
+2,090
| +19% | +$94.1K | ﹤0.01% | 3052 |
|
|
2021
Q2 | $645K | Sell |
11,058
-13,835
| -56% | -$807K | ﹤0.01% | 2930 |
|
|
2021
Q1 | $1.11M | Buy |
24,893
+1,030
| +4% | +$46.1K | ﹤0.01% | 2297 |
|
|
2020
Q4 | $824K | Buy |
+23,863
| New | +$824K | ﹤0.01% | 2336 |
|
|
2019
Q4 | – | Sell |
-15,150
| Closed | -$202K | – | 3402 |
|
|
2019
Q3 | $202K | Buy |
15,150
+551
| +4% | +$7.35K | ﹤0.01% | 2988 |
|
|
2019
Q2 | $235K | Buy |
+14,599
| New | +$235K | ﹤0.01% | 2897 |
|