PWMG
UPWK icon

Private Wealth Management Group’s Upwork UPWK Stock Holding History

Private Wealth Management Group’s Portfolio UPWK Stock Details UPWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.63K Sell
149
-9
-6% -$142 ﹤0.01% 1146
2025
Q4 		$3.13K Hold
158
– – ﹤0.01% 935
2025
Q3 		$2.94K Hold
158
– – ﹤0.01% 987
2025
Q2 		$2.12K Hold
158
– – ﹤0.01% 1066
2025
Q1 		$2.06K Hold
158
– – ﹤0.01% 1043
2024
Q4 		$2.58K Hold
158
– – ﹤0.01% 995
2024
Q3 		$1.65K Hold
158
– – ﹤0.01% 1140
2024
Q2 		$1.7K Hold
158
– – ﹤0.01% 1107
2024
Q1 		$1.94K Hold
158
– – ﹤0.01% 982
2023
Q4 		$2.35K Buy
+158
New +$2.04K ﹤0.01% 910

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AA
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VCM
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Boston Partners
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