Simplex Trading’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 | – | Sell |
-19,197
| Closed | -$302K | – | 11140 |
|
|
2025
Q4 | $380K | Sell |
19,197
-41,005
| -68% | -$752K | 0.01% | 3578 |
|
|
2025
Q3 | $1.12M | Sell |
60,202
-8,397
| -12% | -$125K | 0.02% | 2951 |
|
|
2025
Q2 | $921K | Buy |
68,599
+11,880
| +21% | +$171K | 0.02% | 2865 |
|
|
2025
Q1 | $740K | Sell |
56,719
-46,670
| -45% | -$711K | 0.03% | 2990 |
|
|
2024
Q4 | $1.69M | Buy |
103,389
+49,615
| +92% | +$715K | 0.05% | 2350 |
|
|
2024
Q3 | $561K | Buy |
53,774
+29,082
| +118% | +$303K | 0.02% | 3478 |
|
|
2024
Q2 | $265K | Buy |
24,692
+13,528
| +121% | +$153K | 0.01% | 4365 |
|
|
2024
Q1 | $136K | Sell |
11,164
-32,014
| -74% | -$436K | ﹤0.01% | 5278 |
|
|
2023
Q4 | $642K | Buy |
43,178
+40,885
| +1,783% | +$527K | 0.02% | 3441 |
|
|
2023
Q3 | $26K | Sell |
2,293
-32,715
| -93% | -$406K | ﹤0.01% | 6399 |
|
|
2023
Q2 | $326K | Buy |
35,008
+30,679
| +709% | +$278K | 0.01% | 3744 |
|
|
2023
Q1 | $49K | Sell |
4,329
-7,529
| -63% | -$89.6K | ﹤0.01% | 5955 |
|
|
2022
Q4 | $123K | Buy |
+11,858
| New | +$146K | 0.01% | 4822 |
|
|
2022
Q3 | – | Sell |
-2,800
| Closed | -$52.6K | – | 11913 |
|
|
2022
Q2 | $57K | Buy |
+2,800
| New | +$55K | ﹤0.01% | 6321 |
|
|
2022
Q1 | – | Sell |
-453
| Closed | -$11.3K | – | 12197 |
|
|
2021
Q4 | $15K | Buy |
+453
| New | +$20K | ﹤0.01% | 8708 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 10899 |
|
|
2021
Q2 | – | Sell |
-24,362
| Closed | -$1.15M | – | 11357 |
|
|
2021
Q1 | $1.09M | Buy |
+24,362
| New | +$1.12M | 0.06% | 2295 |
|
|
2020
Q4 | – | Sell |
-25,637
| Closed | -$733K | – | 9706 |
|
|
2020
Q3 | $447K | Buy |
25,637
+21,520
| +523% | +$322K | 0.02% | 3141 |
|
|
2020
Q2 | $59K | Buy |
+4,117
| New | +$43.2K | ﹤0.01% | 5339 |
|
|
2020
Q1 | – | Sell |
-18,402
| Closed | -$158K | – | 8886 |
|
|
2019
Q4 | $196K | Buy |
+18,402
| New | +$232K | 0.01% | 3785 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 8639 |
|
|
2019
Q2 | – | Sell |
-18,453
| Closed | -$318K | – | 8513 |
|
|
2019
Q1 | $353K | Buy |
18,453
+18,206
| +7,371% | +$373K | 0.03% | 3025 |
|
|
2018
Q4 | $4K | Buy |
+247
| New | +$4.59K | ﹤0.01% | 6344 |
|
Other funds holding UPWK
VPM
AA
VCM
