Synergy Financial Group’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $576K | Hold |
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|
2025
Q2 | $417K | Sell |
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|
2025
Q1 | $441K | Hold |
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|
2024
Q4 | $553K | Hold |
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|
2024
Q3 | $353K | Hold |
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|
2024
Q2 | $364K | Hold |
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|
2024
Q1 | $415K | Sell |
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|
2023
Q4 | $506K | Sell |
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|
2023
Q3 | $397K | Sell |
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|
2023
Q2 | $331K | Hold |
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|
2023
Q1 | $401K | Hold |
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|
2022
Q4 | $370K | Sell |
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|
2022
Q3 | $540K | Sell |
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|
2022
Q2 | $830K | Sell |
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|
2022
Q1 | $984K | Sell |
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|
2021
Q4 | $1.45M | Buy |
|