Petrus Trust Company’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-19,811
| Closed | -$324K | – | 789 |
|
|
2024
Q4 | $324K | Buy |
+19,811
| New | +$324K | 0.03% | 399 |
|
|
2024
Q3 | – | Sell |
-39,511
| Closed | -$425K | – | 755 |
|
|
2024
Q2 | $425K | Buy |
39,511
+22,372
| +131% | +$240K | 0.04% | 294 |
|
|
2024
Q1 | $210K | Buy |
+17,139
| New | +$210K | 0.02% | 566 |
|
|
2023
Q2 | – | Sell |
-27,640
| Closed | -$313K | – | 748 |
|
|
2023
Q1 | $313K | Hold |
27,640
| – | – | 0.04% | 275 |
|
|
2022
Q4 | $289K | Buy |
27,640
+5,806
| +27% | +$60.6K | 0.04% | 282 |
|
|
2022
Q3 | $297K | Buy |
+21,834
| New | +$297K | 0.04% | 79 |
|
|
2022
Q1 | – | Sell |
-7,550
| Closed | -$258K | – | 157 |
|
|
2021
Q4 | $258K | Buy |
+7,550
| New | +$258K | 0.03% | 60 |
|