Oberweis Asset Management’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-469,200
| Closed | -$5.04M | – | 227 |
|
|
2024
Q2 | $5.04M | Hold |
469,200
| – | – | 0.31% | 122 |
|
|
2024
Q1 | $5.75M | Buy |
469,200
+72,300
| +18% | +$886K | 0.42% | 97 |
|
|
2023
Q4 | $5.9M | Buy |
396,900
+253,500
| +177% | +$3.77M | 0.55% | 67 |
|
|
2023
Q3 | $1.63M | Buy |
+143,400
| New | +$1.63M | 0.17% | 167 |
|
|
2022
Q1 | – | Sell |
-22,000
| Closed | -$752K | – | 174 |
|
|
2021
Q4 | $752K | Sell |
22,000
-10,220
| -32% | -$349K | 0.14% | 107 |
|
|
2021
Q3 | $1.45M | Sell |
32,220
-52,850
| -62% | -$2.38M | 0.3% | 59 |
|
|
2021
Q2 | $4.96M | Sell |
85,070
-100,300
| -54% | -$5.85M | 1.09% | 15 |
|
|
2021
Q1 | $8.3M | Sell |
185,370
-215,680
| -54% | -$9.66M | 1.7% | 8 |
|
|
2020
Q4 | $13.8M | Buy |
401,050
+550
| +0.1% | +$19K | 3.65% | 4 |
|
|
2020
Q3 | $6.99M | Buy |
+400,500
| New | +$6.99M | 2.35% | 7 |
|