OneDigital Investment Advisors’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.68M | Sell |
273,599
-4,338
| -2% | -$58.3K | 0.04% | 288 |
|
|
2025
Q1 | $3.63M | Sell |
277,937
-36,570
| -12% | -$477K | 0.04% | 283 |
|
|
2024
Q4 | $5.14M | Buy |
314,507
+129,923
| +70% | +$2.12M | 0.06% | 235 |
|
|
2024
Q3 | $1.93M | Sell |
184,584
-102
| -0.1% | -$1.07K | 0.02% | 447 |
|
|
2024
Q2 | $1.99M | Buy |
184,686
+56,795
| +44% | +$611K | 0.02% | 425 |
|
|
2024
Q1 | $1.57M | Buy |
127,891
+295
| +0.2% | +$3.62K | 0.02% | 392 |
|
|
2023
Q4 | $1.9M | Sell |
127,596
-6,210
| -5% | -$92.3K | 0.03% | 325 |
|
|
2023
Q3 | $1.52M | Buy |
133,806
+59
| +0% | +$670 | 0.03% | 336 |
|
|
2023
Q2 | $1.25M | Buy |
133,747
+72,130
| +117% | +$674K | 0.03% | 368 |
|
|
2023
Q1 | $698K | Buy |
+61,617
| New | +$698K | 0.02% | 505 |
|