O'Brien Wealth Partners’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Hold |
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|
2025
Q1 | $308K | Hold |
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|
2024
Q4 | $385K | Sell |
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|
2024
Q3 | $319K | Sell |
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|
2024
Q2 | $423K | Hold |
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|
2024
Q1 | $482K | Hold |
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|
2023
Q4 | $585K | Hold |
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|
2023
Q3 | $447K | Hold |
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|
2023
Q2 | $367K | Hold |
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|
2023
Q1 | $445K | Hold |
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|
2022
Q4 | $410K | Hold |
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|
2022
Q3 | $535K | Hold |
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|
2022
Q2 | $813K | Hold |
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|
2022
Q1 | $729K | Hold |
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|
2021
Q4 | $1.09M | Sell |
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|
2021
Q3 | $2.08M | Hold |
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|
2021
Q2 | $2.58M | Hold |
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|
2021
Q1 | $2.17M | Hold |
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|
2020
Q4 | $1.69M | Hold |
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|
2020
Q3 | $885K | Sell |
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|
2020
Q2 | $963K | Buy |
|