SGAM
Smith Group Asset Management’s Upwork UPWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Hold |
36,885
| – | – | 0.03% | 133 |
|
|
2025
Q1 | $481K | Buy |
36,885
+13
| +0% | +$170 | 0.04% | 144 |
|
|
2024
Q4 | $603K | Buy |
36,872
+474
| +1% | +$7.75K | 0.04% | 126 |
|
|
2024
Q3 | $380K | Buy |
36,398
+7,252
| +25% | +$75.8K | 0.03% | 120 |
|
|
2024
Q2 | $313K | Buy |
29,146
+174
| +0.6% | +$1.87K | 0.03% | 121 |
|
|
2024
Q1 | $355K | Buy |
+28,972
| New | +$355K | 0.02% | 161 |
|