TWA
TCI Wealth Advisors’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Sell |
33,325
-4,265
| -11% | -$276K | 0.15% | 62 |
|
|
2025
Q1 | $1.73M | Buy |
37,590
+6,395
| +21% | +$294K | 0.14% | 60 |
|
|
2024
Q4 | $1.92M | Sell |
31,195
-13,561
| -30% | -$835K | 0.16% | 53 |
|
|
2024
Q3 | $1.79M | Buy |
44,756
+2,732
| +7% | +$109K | 0.15% | 54 |
|
|
2024
Q2 | $991K | Buy |
42,024
+2,053
| +5% | +$48.4K | 0.09% | 78 |
|
|
2024
Q1 | $1.07M | Buy |
39,971
+6,088
| +18% | +$164K | 0.11% | 73 |
|
|
2023
Q4 | $1.38M | Buy |
33,883
+3,091
| +10% | +$126K | 0.15% | 57 |
|
|
2023
Q3 | $879K | Buy |
30,792
+5,049
| +20% | +$144K | 0.11% | 76 |
|
|
2023
Q2 | $922K | Sell |
25,743
-6,626
| -20% | -$237K | 0.12% | 78 |
|
|
2023
Q1 | $514K | Buy |
32,369
+3,187
| +11% | +$50.6K | 0.07% | 106 |
|
|
2022
Q4 | $386K | Buy |
29,182
+258
| +0.9% | +$3.41K | 0.05% | 119 |
|
|
2022
Q3 | $601K | Buy |
28,924
+49
| +0.2% | +$1.02K | 0.1% | 84 |
|
|
2022
Q2 | $913K | Buy |
28,875
+9,609
| +50% | +$304K | 0.14% | 64 |
|
|
2022
Q1 | $2.1M | Buy |
19,266
+467
| +2% | +$50.9K | 0.31% | 39 |
|
|
2021
Q4 | $2.84M | Buy |
18,799
+202
| +1% | +$30.6K | 0.42% | 28 |
|
|
2021
Q3 | $5.89M | Buy |
+18,597
| New | +$5.89M | 0.9% | 15 |
|