OneDigital Investment Advisors’s Upwork UPWK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.98M Sell
2025
Q2
$3.68M Sell
2025
Q1
$3.63M Sell
2024
Q4
$5.14M Buy
2024
Q3
$1.93M Sell
2024
Q2
$1.99M Buy
2024
Q1
$1.57M Buy
2023
Q4
$1.9M Sell
2023
Q3
$1.52M Buy
2023
Q2
$1.25M Buy
2023
Q1
$698K Buy