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