Synergy Financial Group’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Sell |
31,033
-2,782
| -8% | -$37.4K | 0.31% | 58 |
|
|
2025
Q1 | $441K | Hold |
33,815
| – | – | 0.4% | 54 |
|
|
2024
Q4 | $553K | Hold |
33,815
| – | – | 0.46% | 43 |
|
|
2024
Q3 | $353K | Hold |
33,815
| – | – | 0.34% | 54 |
|
|
2024
Q2 | $364K | Hold |
33,815
| – | – | 0.38% | 51 |
|
|
2024
Q1 | $415K | Sell |
33,815
-185
| -0.5% | -$2.27K | 0.47% | 47 |
|
|
2023
Q4 | $506K | Sell |
34,000
-976
| -3% | -$14.5K | 0.62% | 38 |
|
|
2023
Q3 | $397K | Sell |
34,976
-431
| -1% | -$4.9K | 0.55% | 41 |
|
|
2023
Q2 | $331K | Hold |
35,407
| – | – | 0.45% | 51 |
|
|
2023
Q1 | $401K | Hold |
35,407
| – | – | 0.65% | 39 |
|
|
2022
Q4 | $370K | Sell |
35,407
-4,273
| -11% | -$44.6K | 0.73% | 36 |
|
|
2022
Q3 | $540K | Sell |
39,680
-439
| -1% | -$5.97K | 0.81% | 36 |
|
|
2022
Q2 | $830K | Sell |
40,119
-2,227
| -5% | -$46.1K | 1.3% | 26 |
|
|
2022
Q1 | $984K | Sell |
42,346
-220
| -0.5% | -$5.11K | 1.03% | 32 |
|
|
2021
Q4 | $1.45M | Buy |
+42,566
| New | +$1.45M | 1.3% | 20 |
|