NewEdge Advisors’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.6K | Buy |
2,279
+324
| +17% | +$4.36K | ﹤0.01% | 2816 |
|
|
2025
Q1 | $25.5K | Hold |
1,955
| – | – | ﹤0.01% | 2768 |
|
|
2024
Q4 | $32K | Sell |
1,955
-25
| -1% | -$409 | ﹤0.01% | 2670 |
|
|
2024
Q3 | $20.7K | Hold |
1,980
| – | – | ﹤0.01% | 2707 |
|
|
2024
Q2 | $21.3K | Hold |
1,980
| – | – | ﹤0.01% | 2603 |
|
|
2024
Q1 | $24.3K | Buy |
1,980
+1,940
| +4,850% | +$23.8K | ﹤0.01% | 2565 |
|
|
2023
Q4 | $595 | Sell |
40
-13
| -25% | -$193 | ﹤0.01% | 3520 |
|
|
2023
Q3 | $602 | Sell |
53
-117
| -69% | -$1.33K | ﹤0.01% | 3230 |
|
|
2023
Q2 | $1.59K | Sell |
170
-2,324
| -93% | -$21.7K | ﹤0.01% | 3159 |
|
|
2023
Q1 | $28.2K | Sell |
2,494
-304
| -11% | -$3.44K | ﹤0.01% | 2221 |
|
|
2022
Q4 | $1.75K | Buy |
+2,798
| New | +$1.75K | ﹤0.01% | 2876 |
|
|
2021
Q4 | – | Sell |
-5,294
| Closed | -$238K | – | 1701 |
|
|
2021
Q3 | $238K | Buy |
5,294
+705
| +15% | +$31.7K | 0.01% | 981 |
|
|
2021
Q2 | $267K | Sell |
4,589
-254
| -5% | -$14.8K | 0.01% | 951 |
|
|
2021
Q1 | $217K | Sell |
4,843
-1,900
| -28% | -$85.1K | 0.01% | 919 |
|
|
2020
Q4 | $233K | Buy |
+6,743
| New | +$233K | 0.01% | 847 |
|