Rockefeller Capital Management’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-17,862
| Closed | -$266K | – | 1732 |
|
|
2023
Q4 | $266K | Buy |
+17,862
| New | +$266K | ﹤0.01% | 1485 |
|
|
2023
Q3 | – | Sell |
-17,617
| Closed | -$102K | – | 1817 |
|
|
2023
Q2 | $102K | Sell |
17,617
-2,509
| -12% | -$14.5K | ﹤0.01% | 1778 |
|
|
2023
Q1 | $227K | Buy |
20,126
+14,485
| +257% | +$163K | ﹤0.01% | 1746 |
|
|
2022
Q4 | $58K | Sell |
5,641
-13
| -0.2% | -$134 | ﹤0.01% | 2321 |
|
|
2022
Q3 | $77K | Buy |
5,654
+5,129
| +977% | +$69.9K | ﹤0.01% | 2137 |
|
|
2022
Q2 | $10K | Sell |
525
-18
| -3% | -$343 | ﹤0.01% | 3136 |
|
|
2022
Q1 | $11K | Sell |
543
-199
| -27% | -$4.03K | ﹤0.01% | 3011 |
|
|
2021
Q4 | $25K | Sell |
742
-8
| -1% | -$270 | ﹤0.01% | 2549 |
|
|
2021
Q3 | $33K | Buy |
750
+378
| +102% | +$16.6K | ﹤0.01% | 2349 |
|
|
2021
Q2 | $21K | Sell |
372
-407
| -52% | -$23K | ﹤0.01% | 2471 |
|
|
2021
Q1 | $34K | Buy |
779
+51
| +7% | +$2.23K | ﹤0.01% | 2056 |
|
|
2020
Q4 | $25K | Buy |
+728
| New | +$25K | ﹤0.01% | 1923 |
|