Shell Asset Management’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46K | Sell |
714
-73
| -9% | -$4.7K | ﹤0.01% | 1160 |
|
|
2025
Q1 | $36K | Sell |
787
-31
| -4% | -$1.42K | ﹤0.01% | 1194 |
|
|
2024
Q4 | $50K | Hold |
818
| – | – | ﹤0.01% | 1178 |
|
|
2024
Q3 | $33K | Buy |
+818
| New | +$33K | ﹤0.01% | 1210 |
|
|
2024
Q1 | $21K | Sell |
877
-52
| -6% | -$1.25K | ﹤0.01% | 1229 |
|
|
2023
Q4 | $38K | Sell |
929
-215
| -19% | -$8.79K | ﹤0.01% | 1204 |
|
|
2023
Q3 | $33K | Hold |
1,144
| – | – | ﹤0.01% | 1225 |
|
|
2023
Q2 | $41K | Sell |
1,144
-8
| -0.7% | -$287 | ﹤0.01% | 1230 |
|
|
2023
Q1 | $18K | Sell |
1,152
-3
| -0.3% | -$47 | ﹤0.01% | 1234 |
|
|
2022
Q4 | $15K | Sell |
1,155
-125
| -10% | -$1.62K | ﹤0.01% | 1326 |
|
|
2022
Q3 | $27K | Sell |
1,280
-169
| -12% | -$3.57K | ﹤0.01% | 1364 |
|
|
2022
Q2 | $46K | Buy |
1,449
+3
| +0.2% | +$95 | ﹤0.01% | 1362 |
|
|
2022
Q1 | $158K | Sell |
1,446
-215
| -13% | -$23.5K | ﹤0.01% | 1213 |
|
|
2021
Q4 | $251K | Buy |
1,661
+9
| +0.5% | +$1.36K | 0.01% | 1146 |
|
|
2021
Q3 | $523K | Buy |
1,652
+656
| +66% | +$208K | 0.01% | 850 |
|
|
2021
Q2 | $124K | Buy |
+996
| New | +$124K | ﹤0.01% | 1327 |
|