Prosperity Wealth Management’s Upstart Holdings UPST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$689K Buy
2025
Q1
Sell
2024
Q4
$429K Sell
2024
Q3
$287K Buy
2023
Q3
Sell
2023
Q2
$136K Buy