MassMutual Private Wealth & Trust’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 | $12.9K | Sell |
200
-51
| -20% | -$3.3K | ﹤0.01% | 1256 |
|
2025
Q1 | $11.6K | Buy |
251
+51
| +26% | +$2.35K | ﹤0.01% | 1255 |
|
2024
Q4 | $12.3K | Hold |
200
| – | – | ﹤0.01% | 1177 |
|
2024
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 1197 |
|
2024
Q2 | $4.72K | Hold |
200
| – | – | ﹤0.01% | 1340 |
|
2024
Q1 | $5.38K | Hold |
200
| – | – | ﹤0.01% | 1249 |
|
2023
Q4 | $8.17K | Hold |
200
| – | – | ﹤0.01% | 1088 |
|
2023
Q3 | $5.71K | Hold |
200
| – | – | ﹤0.01% | 1204 |
|
2023
Q2 | $7.16K | Hold |
200
| – | – | ﹤0.01% | 1078 |
|
2023
Q1 | $3.18K | Sell |
200
-200
| -50% | -$3.18K | ﹤0.01% | 1287 |
|
2022
Q4 | $5K | Buy |
400
+200
| +100% | +$2.5K | ﹤0.01% | 1014 |
|
2022
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 1039 |
|
2022
Q2 | $6K | Sell |
200
-44
| -18% | -$1.32K | ﹤0.01% | 860 |
|
2022
Q1 | $27K | Buy |
244
+206
| +542% | +$22.8K | ﹤0.01% | 547 |
|
2021
Q4 | $6K | Hold |
38
| – | – | ﹤0.01% | 871 |
|
2021
Q3 | $12K | Hold |
38
| – | – | ﹤0.01% | 686 |
|
2021
Q2 | $5K | Buy |
+38
| New | +$5K | ﹤0.01% | 859 |
|