Prestige Wealth Management Group’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 | $3.23K | Hold |
50
| – | – | ﹤0.01% | 645 |
|
|
2025
Q1 | $2.3K | Sell |
50
-1
| -2% | -$46 | ﹤0.01% | 707 |
|
|
2024
Q4 | $3.14K | Hold |
51
| – | – | ﹤0.01% | 691 |
|
|
2024
Q3 | $2.04K | Buy |
51
+1
| +2% | +$40 | ﹤0.01% | 762 |
|
|
2024
Q2 | $1.18K | Hold |
50
| – | – | ﹤0.01% | 807 |
|
|
2024
Q1 | $1.35K | Hold |
50
| – | – | ﹤0.01% | 831 |
|
|
2023
Q4 | $2.04K | Hold |
50
| – | – | ﹤0.01% | 731 |
|
|
2023
Q3 | $1.43K | Hold |
50
| – | – | ﹤0.01% | 806 |
|
|
2023
Q2 | $1.79K | Hold |
50
| – | – | ﹤0.01% | 780 |
|
|
2023
Q1 | $795 | Buy |
50
+16
| +47% | +$254 | ﹤0.01% | 919 |
|
|
2022
Q4 | $449 | Buy |
34
+20
| +143% | +$264 | ﹤0.01% | 1074 |
|
|
2022
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 1077 |
|
|
2022
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 1079 |
|
|
2022
Q1 | $2K | Hold |
14
| – | – | ﹤0.01% | 820 |
|
|
2021
Q4 | $2K | Hold |
14
| – | – | ﹤0.01% | 841 |
|
|
2021
Q3 | $4K | Buy |
14
+8
| +133% | +$2.29K | ﹤0.01% | 702 |
|
|
2021
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 934 |
|