Perennial Investment Advisors’s Upstart Holdings UPST Stock Holding History

Perennial Investment Advisors’s Portfolio UPST Stock Details UPST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$233K	Buy
2025 Q2	$294K	Sell
2025 Q1	$213K	Hold
2024 Q4	$284K	Buy
2022 Q2	–	Sell
2022 Q1	$245K	Buy
2021 Q4	$335K	Sell
2021 Q3	$1.04M	Buy
2021 Q2	$264K	Buy