OBWP
O'Brien Wealth Partners’s Upwork UPWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Hold |
23,571
| – | – | 0.05% | 45 |
|
|
2025
Q1 | $308K | Hold |
23,571
| – | – | 0.06% | 39 |
|
|
2024
Q4 | $385K | Sell |
23,571
-6,993
| -23% | -$114K | 0.07% | 34 |
|
|
2024
Q3 | $319K | Sell |
30,564
-8,750
| -22% | -$91.4K | 0.06% | 36 |
|
|
2024
Q2 | $423K | Hold |
39,314
| – | – | 0.1% | 29 |
|
|
2024
Q1 | $482K | Hold |
39,314
| – | – | 0.11% | 27 |
|
|
2023
Q4 | $585K | Hold |
39,314
| – | – | 0.15% | 24 |
|
|
2023
Q3 | $447K | Hold |
39,314
| – | – | 0.13% | 24 |
|
|
2023
Q2 | $367K | Hold |
39,314
| – | – | 0.11% | 26 |
|
|
2023
Q1 | $445K | Hold |
39,314
| – | – | 0.14% | 25 |
|
|
2022
Q4 | $410K | Hold |
39,314
| – | – | 0.16% | 22 |
|
|
2022
Q3 | $535K | Hold |
39,314
| – | – | 0.23% | 20 |
|
|
2022
Q2 | $813K | Hold |
39,314
| – | – | 0.34% | 14 |
|
|
2022
Q1 | $729K | Hold |
39,314
| – | – | 0.29% | 13 |
|
|
2021
Q4 | $1.09M | Sell |
39,314
-5,225
| -12% | -$145K | 0.38% | 12 |
|
|
2021
Q3 | $2.08M | Hold |
44,539
| – | – | 0.73% | 11 |
|
|
2021
Q2 | $2.58M | Hold |
44,539
| – | – | 0.85% | 11 |
|
|
2021
Q1 | $2.17M | Hold |
44,539
| – | – | 0.72% | 12 |
|
|
2020
Q4 | $1.69M | Hold |
44,539
| – | – | 0.61% | 10 |
|
|
2020
Q3 | $885K | Sell |
44,539
-14,165
| -24% | -$281K | 0.36% | 14 |
|
|
2020
Q2 | $963K | Buy |
+58,704
| New | +$963K | 0.4% | 13 |
|