Rockefeller Capital Management’s Upwork UPWK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.9K	Sell	265 -1,616	-86%	-$25.4K	﹤0.01%	4345
2025 Q4	$37.3K	Buy	1,881 +1,529	+434%	+$28K	﹤0.01%	3212
2025 Q3	$6.54K	Buy	+352	New	+$5.24K	﹤0.01%	3798
2024 Q1	–	Sell	-17,862	Closed	-$266K	–	1732
2023 Q4	$266K	Buy	+17,862	New	+$230K	﹤0.01%	1485
2023 Q3	–	Sell	-17,617	Closed	-$102K	–	1817
2023 Q2	$102K	Sell	17,617 -2,509	-12%	-$22.7K	﹤0.01%	1778
2023 Q1	$227K	Buy	20,126 +14,485	+257%	+$172K	﹤0.01%	1746
2022 Q4	$58K	Sell	5,641 -13	-0.2%	-$160	﹤0.01%	2321
2022 Q3	$77K	Buy	5,654 +5,129	+977%	+$96.4K	﹤0.01%	2137
2022 Q2	$10K	Sell	525 -18	-3%	-$354	﹤0.01%	3136
2022 Q1	$11K	Sell	543 -199	-27%	-$4.98K	﹤0.01%	3011
2021 Q4	$25K	Sell	742 -8	-1%	-$354	﹤0.01%	2549
2021 Q3	$33K	Buy	750 +378	+102%	+$18.4K	﹤0.01%	2349
2021 Q2	$21K	Sell	372 -407	-52%	-$19.1K	﹤0.01%	2471
2021 Q1	$34K	Buy	779 +51	+7%	+$2.35K	﹤0.01%	2056
2020 Q4	$25K	Buy	+728	New	+$20.8K	﹤0.01%	1923