Prosperity Wealth Management’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 | $689K | Buy |
+10,660
| New | +$689K | 0.26% | 91 |
|
|
2025
Q1 | – | Sell |
-6,965
| Closed | -$429K | – | 251 |
|
|
2024
Q4 | $429K | Sell |
6,965
-205
| -3% | -$12.6K | 0.18% | 114 |
|
|
2024
Q3 | $287K | Buy |
+7,170
| New | +$287K | 0.11% | 140 |
|
|
2023
Q3 | – | Sell |
-3,807
| Closed | -$136K | – | 162 |
|
|
2023
Q2 | $136K | Buy |
+3,807
| New | +$136K | 0.09% | 135 |
|