Miracle Mile Advisors’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
$2.62M Buy
40,451
+11
+0% +$711 0.04% 226
2025
Q1
$1.86M Hold
40,440
0.04% 225
2024
Q4
$2.49M Hold
40,440
0.05% 198
2024
Q3
$1.62M Hold
40,440
0.04% 213
2024
Q2
$954K Buy
40,440
+70
+0.2% +$1.65K 0.02% 272
2024
Q1
$1.09M Buy
40,370
+65
+0.2% +$1.75K 0.03% 256
2023
Q4
$1.65M Hold
40,305
0.05% 194
2023
Q3
$1.15M Sell
40,305
-100
-0.2% -$2.85K 0.04% 230
2023
Q2
$1.45M Buy
40,405
+100
+0.2% +$3.58K 0.04% 209
2023
Q1
$640K Hold
40,305
0.02% 328
2022
Q4
$533K Hold
40,305
0.02% 346
2022
Q3
$838K Buy
+40,305
New +$838K 0.04% 226
2022
Q2
Sell
-1,861
Closed -$203K 497
2022
Q1
$203K Buy
+1,861
New +$203K 0.01% 437