Northwestern Mutual Wealth Management’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 | $21.5K | Buy |
332
+30
| +10% | +$1.94K | ﹤0.01% | 2548 |
|
|
2025
Q1 | $13.9K | Sell |
302
-116
| -28% | -$5.34K | ﹤0.01% | 2632 |
|
|
2024
Q4 | $25.7K | Sell |
418
-139
| -25% | -$8.56K | ﹤0.01% | 2418 |
|
|
2024
Q3 | $22.3K | Buy |
557
+379
| +213% | +$15.2K | ﹤0.01% | 2423 |
|
|
2024
Q2 | $4.2K | Buy |
178
+42
| +31% | +$991 | ﹤0.01% | 2907 |
|
|
2024
Q1 | $3.66K | Sell |
136
-105
| -44% | -$2.82K | ﹤0.01% | 2924 |
|
|
2023
Q4 | $9.85K | Sell |
241
-809
| -77% | -$33.1K | ﹤0.01% | 2643 |
|
|
2023
Q3 | $30K | Sell |
1,050
-660
| -39% | -$18.8K | ﹤0.01% | 2167 |
|
|
2023
Q2 | $61.2K | Buy |
1,710
+1,265
| +284% | +$45.3K | ﹤0.01% | 1907 |
|
|
2023
Q1 | $7.07K | Buy |
445
+38
| +9% | +$604 | ﹤0.01% | 2627 |
|
|
2022
Q4 | $5.38K | Buy |
407
+77
| +23% | +$1.02K | ﹤0.01% | 2703 |
|
|
2022
Q3 | $7K | Sell |
330
-298
| -47% | -$6.32K | ﹤0.01% | 2604 |
|
|
2022
Q2 | $20K | Buy |
628
+201
| +47% | +$6.4K | ﹤0.01% | 2258 |
|
|
2022
Q1 | $47K | Buy |
427
+327
| +327% | +$36K | ﹤0.01% | 1976 |
|
|
2021
Q4 | $15K | Buy |
+100
| New | +$15K | ﹤0.01% | 2445 |
|