Luther King Capital Management (LKCM)’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.48M | Hold |
317,542
| – | – | 0.02% | 290 |
|
|
2025
Q4 | $6.29M | Buy |
317,542
+1,465
| +0.5% | +$26.9K | 0.03% | 228 |
|
|
2025
Q3 | $5.87M | Buy |
316,077
+51,288
| +19% | +$764K | 0.02% | 225 |
|
|
2025
Q2 | $3.56M | Buy |
264,789
+987
| +0.4% | +$14.2K | 0.02% | 283 |
|
|
2025
Q1 | $3.44M | Hold |
263,802
| – | – | 0.02% | 266 |
|
|
2024
Q4 | $4.31M | Buy |
263,802
+2,636
| +1% | +$38K | 0.02% | 250 |
|
|
2024
Q3 | $2.73M | Buy |
261,166
+49,903
| +24% | +$521K | 0.01% | 292 |
|
|
2024
Q2 | $2.27M | Buy |
211,263
+47,681
| +29% | +$541K | 0.01% | 300 |
|
|
2024
Q1 | $2.01M | Hold |
163,582
| – | – | 0.01% | 319 |
|
|
2023
Q4 | $2.43M | Hold |
163,582
| – | – | 0.01% | 298 |
|
|
2023
Q3 | $1.86M | Buy |
163,582
+6,663
| +4% | +$82.7K | 0.01% | 318 |
|
|
2023
Q2 | $1.47M | Sell |
156,919
-74,406
| -32% | -$674K | 0.01% | 362 |
|
|
2023
Q1 | $2.62M | Sell |
231,325
-12,581
| -5% | -$150K | 0.01% | 279 |
|
|
2022
Q4 | $2.55M | Buy |
243,906
+53,306
| +28% | +$658K | 0.01% | 274 |
|
|
2022
Q3 | $2.6M | Buy |
190,600
+2,260
| +1% | +$42.5K | 0.02% | 261 |
|
|
2022
Q2 | $3.9M | Sell |
188,340
-31,585
| -14% | -$621K | 0.02% | 205 |
|
|
2022
Q1 | $5.11M | Sell |
219,925
-1,850
| -0.8% | -$46.3K | 0.02% | 194 |
|
|
2021
Q4 | $7.58M | Sell |
221,775
-4,600
| -2% | -$203K | 0.03% | 163 |
|
|
2021
Q3 | $10.2M | Sell |
226,375
-1,650
| -0.7% | -$80.4K | 0.05% | 146 |
|
|
2021
Q2 | $13.3M | Hold |
228,025
| – | – | 0.07% | 134 |
|
|
2021
Q1 | $10.2M | Sell |
228,025
-26,950
| -11% | -$1.24M | 0.05% | 147 |
|
|
2020
Q4 | $8.8M | Sell |
254,975
-9,080
| -3% | -$260K | 0.05% | 150 |
|
|
2020
Q3 | $4.61M | Buy |
264,055
+159,370
| +152% | +$2.39M | 0.03% | 174 |
|
|
2020
Q2 | $1.51M | Buy |
+104,685
| New | +$1.1M | 0.01% | 273 |
|
Other funds holding UPWK
VPM
AA
VCM