Principal Financial Group’s Upwork UPWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Buy |
+171,352
| New | +$2.3M | ﹤0.01% | 1782 |
|
|
2025
Q1 | – | Sell |
-10,729
| Closed | -$175K | – | 2216 |
|
|
2024
Q4 | $175K | Sell |
10,729
-934
| -8% | -$15.3K | ﹤0.01% | 2113 |
|
|
2024
Q3 | $122K | Sell |
11,663
-5,164
| -31% | -$54K | ﹤0.01% | 2138 |
|
|
2024
Q2 | $181K | Buy |
16,827
+4
| +0% | +$43 | ﹤0.01% | 2154 |
|
|
2024
Q1 | $206K | Buy |
16,823
+2,457
| +17% | +$30.1K | ﹤0.01% | 2175 |
|
|
2023
Q4 | $214K | Buy |
14,366
+1,306
| +10% | +$19.4K | ﹤0.01% | 2153 |
|
|
2023
Q3 | $148K | Sell |
13,060
-1,554
| -11% | -$17.7K | ﹤0.01% | 2212 |
|
|
2023
Q2 | $136K | Buy |
14,614
+1,295
| +10% | +$12.1K | ﹤0.01% | 2238 |
|
|
2023
Q1 | $151K | Sell |
13,319
-1,197
| -8% | -$13.6K | ﹤0.01% | 2229 |
|
|
2022
Q4 | $152K | Sell |
14,516
-2,938
| -17% | -$30.7K | ﹤0.01% | 2239 |
|
|
2022
Q3 | $238K | Sell |
17,454
-1,149
| -6% | -$15.7K | ﹤0.01% | 2158 |
|
|
2022
Q2 | $385K | Sell |
18,603
-2,824
| -13% | -$58.4K | ﹤0.01% | 2122 |
|
|
2022
Q1 | $498K | Buy |
21,427
+1,362
| +7% | +$31.7K | ﹤0.01% | 2123 |
|
|
2021
Q4 | $685K | Sell |
20,065
-4,682
| -19% | -$160K | ﹤0.01% | 2057 |
|
|
2021
Q3 | $1.11M | Sell |
24,747
-9,797
| -28% | -$441K | ﹤0.01% | 1982 |
|
|
2021
Q2 | $2.01M | Buy |
34,544
+14,757
| +75% | +$860K | ﹤0.01% | 1908 |
|
|
2021
Q1 | $886K | Sell |
19,787
-3,700
| -16% | -$166K | ﹤0.01% | 2025 |
|
|
2020
Q4 | $811K | Buy |
23,487
+9,488
| +68% | +$328K | ﹤0.01% | 1990 |
|
|
2020
Q3 | $244K | Sell |
13,999
-1,322
| -9% | -$23K | ﹤0.01% | 2162 |
|
|
2020
Q2 | $221K | Buy |
+15,321
| New | +$221K | ﹤0.01% | 2164 |
|