Shell Asset 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
$46K Sell
2025
Q1
$36K Sell
2024
Q4
$50K Hold
2024
Q3
$33K Buy
2024
Q1
$21K Sell
2023
Q4
$38K Sell
2023
Q3
$33K Hold
2023
Q2
$41K Sell
2023
Q1
$18K Sell
2022
Q4
$15K Sell
2022
Q3
$27K Sell
2022
Q2
$46K Buy
2022
Q1
$158K Sell
2021
Q4
$251K Buy
2021
Q3
$523K Buy
2021
Q2
$124K Buy