Physician Wealth Advisors’s Upbound Group UPBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.48K Hold
338
﹤0.01% 673
2025
Q1
$8.1K Hold
338
﹤0.01% 646
2024
Q4
$9.86K Buy
+338
New +$9.86K ﹤0.01% 633