Private Trust Company’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	$10.7K	Buy	166 +26	+19%	+$1.68K	﹤0.01%	1789
2025 Q1	$6.44K	Buy	140 +11	+9%	+$506	﹤0.01%	1948
2024 Q4	$7.94K	Buy	+129	New	+$7.94K	﹤0.01%	1830