Morgan Stanley’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.2M | Buy |
804,534
+270,916
| +51% | +$6.8M | ﹤0.01% | 2796 |
|
|
2025
Q1 | $12.8M | Sell |
533,618
-78,820
| -13% | -$1.89M | ﹤0.01% | 3118 |
|
|
2024
Q4 | $17.9M | Sell |
612,438
-19,819
| -3% | -$578K | ﹤0.01% | 2866 |
|
|
2024
Q3 | $20.2M | Sell |
632,257
-24,984
| -4% | -$799K | ﹤0.01% | 2793 |
|
|
2024
Q2 | $20.2M | Buy |
657,241
+142,236
| +28% | +$4.37M | ﹤0.01% | 2659 |
|
|
2024
Q1 | $18.1M | Sell |
515,005
-605,219
| -54% | -$21.3M | ﹤0.01% | 2803 |
|
|
2023
Q4 | $38.1M | Buy |
1,120,224
+707,627
| +172% | +$24M | ﹤0.01% | 2735 |
|
|
2023
Q3 | $12.2M | Sell |
412,597
-105,643
| -20% | -$3.11M | ﹤0.01% | 2940 |
|
|
2023
Q2 | $16.1M | Buy |
518,240
+106,438
| +26% | +$3.31M | ﹤0.01% | 2694 |
|
|
2023
Q1 | $10.1M | Buy |
411,802
+1,109
| +0.3% | +$27.2K | ﹤0.01% | 3130 |
|
|
2022
Q4 | $9.26M | Sell |
410,693
-193,063
| -32% | -$4.35M | ﹤0.01% | 3165 |
|
|
2022
Q3 | $10.6M | Buy |
603,756
+32,500
| +6% | +$569K | ﹤0.01% | 2912 |
|
|
2022
Q2 | $11.1M | Buy |
571,256
+44,821
| +9% | +$872K | ﹤0.01% | 2965 |
|
|
2022
Q1 | $13.3M | Buy |
526,435
+139,815
| +36% | +$3.52M | ﹤0.01% | 2569 |
|
|
2021
Q4 | $18.6M | Sell |
386,620
-113,836
| -23% | -$5.47M | ﹤0.01% | 2238 |
|
|
2021
Q3 | $28.1M | Buy |
500,456
+63,854
| +15% | +$3.59M | ﹤0.01% | 1739 |
|
|
2021
Q2 | $23.2M | Buy |
436,602
+79,661
| +22% | +$4.23M | ﹤0.01% | 1993 |
|
|
2021
Q1 | $20.6M | Sell |
356,941
-118,066
| -25% | -$6.81M | ﹤0.01% | 1880 |
|
|
2020
Q4 | $18.2M | Buy |
475,007
+5,427
| +1% | +$208K | ﹤0.01% | 1894 |
|
|
2020
Q3 | $14M | Buy |
469,580
+241,703
| +106% | +$7.22M | ﹤0.01% | 1740 |
|
|
2020
Q2 | $6.34M | Buy |
227,877
+63,352
| +39% | +$1.76M | ﹤0.01% | 2431 |
|
|
2020
Q1 | $2.33M | Sell |
164,525
-415,091
| -72% | -$5.87M | ﹤0.01% | 3231 |
|
|
2019
Q4 | $16.7M | Sell |
579,616
-97,860
| -14% | -$2.82M | ﹤0.01% | 1827 |
|
|
2019
Q3 | $17.5M | Sell |
677,476
-698,743
| -51% | -$18M | ﹤0.01% | 1596 |
|
|
2019
Q2 | $36.6M | Buy |
1,376,219
+682,982
| +99% | +$18.2M | 0.01% | 1040 |
|
|
2019
Q1 | $14.5M | Buy |
693,237
+24,298
| +4% | +$507K | ﹤0.01% | 1707 |
|
|
2018
Q4 | $10.8M | Sell |
668,939
-251,457
| -27% | -$4.07M | ﹤0.01% | 2044 |
|
|
2018
Q3 | $13.2M | Buy |
920,396
+234,340
| +34% | +$3.37M | ﹤0.01% | 2115 |
|
|
2018
Q2 | $10.1M | Sell |
686,056
-752,951
| -52% | -$11.1M | ﹤0.01% | 2371 |
|
|
2018
Q1 | $12.4M | Buy |
1,439,007
+694,660
| +93% | +$5.99M | ﹤0.01% | 2132 |
|
|
2017
Q4 | $8.26M | Buy |
744,347
+351,634
| +90% | +$3.9M | ﹤0.01% | 2596 |
|
|
2017
Q3 | $4.51M | Buy |
392,713
+318,581
| +430% | +$3.66M | ﹤0.01% | 3064 |
|
|
2017
Q2 | $870K | Sell |
74,132
-3,816
| -5% | -$44.8K | ﹤0.01% | 4474 |
|
|
2017
Q1 | $692K | Sell |
77,948
-916,310
| -92% | -$8.13M | ﹤0.01% | 4640 |
|
|
2016
Q4 | $11.2M | Sell |
994,258
-401,964
| -29% | -$4.52M | ﹤0.01% | 2129 |
|
|
2016
Q3 | $17.6M | Sell |
1,396,222
-315,328
| -18% | -$3.99M | 0.01% | 1558 |
|
|
2016
Q2 | $21M | Buy |
1,711,550
+554,656
| +48% | +$6.81M | 0.01% | 1387 |
|
|
2016
Q1 | $18.3M | Buy |
1,156,894
+745,169
| +181% | +$11.8M | 0.01% | 1368 |
|
|
2015
Q4 | $6.17M | Buy |
411,725
+377,761
| +1,112% | +$5.66M | ﹤0.01% | 2446 |
|
|
2015
Q3 | $824K | Sell |
33,964
-306,045
| -90% | -$7.42M | ﹤0.01% | 4270 |
|
|
2015
Q2 | $9.64M | Buy |
340,009
+249,366
| +275% | +$7.07M | ﹤0.01% | 2148 |
|
|
2015
Q1 | $2.49M | Buy |
90,643
+57,607
| +174% | +$1.58M | ﹤0.01% | 3396 |
|
|
2014
Q4 | $1.2M | Sell |
33,036
-5,079
| -13% | -$184K | ﹤0.01% | 4000 |
|
|
2014
Q3 | $1.16M | Sell |
38,115
-30,020
| -44% | -$910K | ﹤0.01% | 3917 |
|
|
2014
Q2 | $1.95M | Buy |
68,135
+37,581
| +123% | +$1.08M | ﹤0.01% | 3501 |
|
|
2014
Q1 | $813K | Sell |
30,554
-61,323
| -67% | -$1.63M | ﹤0.01% | 4170 |
|
|
2013
Q4 | $3.06M | Sell |
91,877
-57,888
| -39% | -$1.93M | ﹤0.01% | 3035 |
|
|
2013
Q3 | $5.71M | Sell |
149,765
-45,431
| -23% | -$1.73M | ﹤0.01% | 2288 |
|
|
2013
Q2 | $7.33M | Buy |
+195,196
| New | +$7.33M | ﹤0.01% | 1965 |
|