Twin Peaks Wealth Advisors’s Upstart Holdings UPST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$144K Buy
+2,275
New +$144K 0.05% 189
2024
Q4
Sell
-5,333
Closed -$213K 144
2024
Q3
$213K Buy
+5,333
New +$213K 0.1% 127