Perennial Investment Advisors’s Upstart Holdings UPST Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
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