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Planning Capital Management Corporation’s Upwork UPWK Stock Holding History

Planning Capital Management Corporation’s Portfolio UPWK Stock Details UPWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$209 Hold
20
– – ﹤0.01% 699
2024
Q2 		$215 Buy
+20
New +$227 ﹤0.01% 646

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Geode Capital Management
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DAM
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Planning Capital Management Corporation's UPWK Position: Q3 2024 in Review

Planning Capital Management Corporation held its Upwork (UPWK) position steady in Q3 2024 at 20 shares worth $209. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Planning Capital Management Corporation first reported a position in UPWK in Q2 2024 and has held it in 2 quarters since. The position peaked at $215 in Q2 2024. 220 funds tracked by Wall St. Rank hold UPWK as of Q3 2024.

  • Planning Capital Management Corporation held 20 shares of Upwork worth $209 as of Q3 2024.
  • Planning Capital Management Corporation left its Upwork share count unchanged in Q3 2024.
  • Upwork made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #699 holding.
  • Planning Capital Management Corporation first reported a position in Upwork in Q2 2024 and has held it in 2 quarters since.
  • Planning Capital Management Corporation's Upwork position peaked at $215 in Q2 2024.
  • 220 funds tracked by Wall St. Rank held Upwork as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.