Mezzasalma Advisors’s Upstart Holdings UPST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$274K Sell
2023
Q3
$204K Sell
2023
Q2
$257K Buy
2022
Q3
Sell
2022
Q2
$230K Hold
2022
Q1
$793K Sell
2021
Q4
$1.21M Sell
2021
Q3
$3.62M Buy