Nisa Investment Advisors’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.6K | Buy |
1,883
+76
| +4% | +$1.2K | ﹤0.01% | 1993 |
|
|
2025
Q4 | $35.8K | Sell |
1,807
-306
| -14% | -$5.61K | ﹤0.01% | 1727 |
|
|
2025
Q3 | $39.2K | Hold |
2,113
| – | – | ﹤0.01% | 1704 |
|
|
2025
Q2 | $28.4K | Hold |
2,113
| – | – | ﹤0.01% | 1774 |
|
|
2025
Q1 | $27.6K | Hold |
2,113
| – | – | ﹤0.01% | 1764 |
|
|
2024
Q4 | $34.5K | Buy |
2,113
+38
| +2% | +$547 | ﹤0.01% | 1776 |
|
|
2024
Q3 | $21.7K | Buy |
2,075
+290
| +16% | +$3.02K | ﹤0.01% | 1886 |
|
|
2024
Q2 | $19.2K | Buy |
1,785
+166
| +10% | +$1.88K | ﹤0.01% | 1956 |
|
|
2024
Q1 | $19.8K | Buy |
1,619
+80
| +5% | +$1.09K | ﹤0.01% | 1894 |
|
|
2023
Q4 | $22.9K | Sell |
1,539
-2,716
| -64% | -$35K | ﹤0.01% | 1844 |
|
|
2023
Q3 | $48.3K | Buy |
4,255
+25
| +0.6% | +$310 | ﹤0.01% | 1737 |
|
|
2023
Q2 | $39.5K | Buy |
4,230
+3,860
| +1,043% | +$35K | ﹤0.01% | 1830 |
|
|
2023
Q1 | $4K | Sell |
370
-40
| -10% | -$476 | ﹤0.01% | 2268 |
|
|
2022
Q4 | $4K | Sell |
410
-2,996
| -88% | -$37K | ﹤0.01% | 2322 |
|
|
2022
Q3 | $46K | Buy |
3,406
+386
| +13% | +$7.26K | ﹤0.01% | 1773 |
|
|
2022
Q2 | $62K | Sell |
3,020
-960
| -24% | -$18.9K | ﹤0.01% | 1666 |
|
|
2022
Q1 | $92K | Sell |
3,980
-90
| -2% | -$2.25K | ﹤0.01% | 1640 |
|
|
2021
Q4 | $111K | Sell |
4,070
-180
| -4% | -$7.96K | ﹤0.01% | 1480 |
|
|
2021
Q3 | $191 | Hold |
4,250
| – | – | ﹤0.01% | 1419 |
|
|
2021
Q2 | $248 | Hold |
4,250
| – | – | ﹤0.01% | 1337 |
|
|
2021
Q1 | $190 | Hold |
4,250
| – | – | ﹤0.01% | 1510 |
|
|
2020
Q4 | $147K | Buy |
4,250
+220
| +5% | +$6.29K | ﹤0.01% | 1591 |
|
|
2020
Q3 | $70K | Buy |
4,030
+3,000
| +291% | +$44.9K | ﹤0.01% | 1663 |
|
|
2020
Q2 | $15K | Buy |
1,030
+580
| +129% | +$6.09K | ﹤0.01% | 1838 |
|
|
2020
Q1 | $3K | Buy |
+450
| New | +$3.86K | ﹤0.01% | 2022 |
|
Other funds holding UPWK
VPM
AA
VCM
