Private 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 | $2.52K | Hold |
39
| – | – | ﹤0.01% | 1008 |
|
|
2025
Q1 | $1.8K | Hold |
39
| – | – | ﹤0.01% | 1094 |
|
|
2024
Q4 | $2.4K | Hold |
39
| – | – | ﹤0.01% | 1017 |
|
|
2024
Q3 | $1.56K | Buy |
+39
| New | +$1.56K | ﹤0.01% | 1155 |
|
|
2024
Q1 | – | Sell |
-24
| Closed | -$981 | – | 1586 |
|
|
2023
Q4 | $981 | Buy |
+24
| New | +$981 | ﹤0.01% | 1281 |
|