Plante Moran Financial Advisors’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $762 | Hold |
|
|||||
|
2025
Q2 | $970 | Sell |
|
|||||
|
2025
Q1 | $40K | Hold |
|
|||||
|
2024
Q4 | $53.5K | Hold |
|
|||||
|
2024
Q3 | $34.8K | Buy |
|
|||||
|
2024
Q2 | $16.8K | Buy |
|
|||||
|
2024
Q1 | $12.6K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $6.53K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $19K | Sell |
|
|||||
|
2022
Q1 | $193K | Buy |
|
|||||
|
2021
Q4 | $30K | Buy |
|