Physician Wealth Advisors’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.92K	Sell	107 -7	-6%	-$453	﹤0.01%	724
2025 Q1	$5.25K	Buy	114 +24	+27%	+$1.11K	﹤0.01%	727
2024 Q4	$5.54K	Buy	+90	New	+$5.54K	﹤0.01%	716