Tyler-Stone Wealth Management’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 | $2.56M | Sell |
39,634
-15,200
| -28% | -$983K | 0.41% | 50 |
|
|
2025
Q1 | $2.52M | Hold |
54,834
| – | – | 0.45% | 52 |
|
|
2024
Q4 | $3.38M | Sell |
54,834
-700
| -1% | -$43.1K | 0.6% | 39 |
|
|
2024
Q3 | $2.22M | Buy |
55,534
+26,917
| +94% | +$1.08M | 0.42% | 48 |
|
|
2024
Q2 | $675K | Buy |
28,617
+950
| +3% | +$22.4K | 0.28% | 73 |
|
|
2024
Q1 | $744K | Sell |
27,667
-260
| -0.9% | -$6.99K | 0.33% | 60 |
|
|
2023
Q4 | $1.14M | Sell |
27,927
-800
| -3% | -$32.7K | 0.57% | 38 |
|
|
2023
Q3 | $820K | Buy |
28,727
+1,390
| +5% | +$39.7K | 0.47% | 44 |
|
|
2023
Q2 | $979K | Buy |
+27,337
| New | +$979K | 0.55% | 36 |
|
|
2022
Q4 | $320K | Hold |
24,237
| – | – | 0.22% | 103 |
|
|
2022
Q3 | $504K | Buy |
24,237
+18,230
| +303% | +$379K | 0.38% | 60 |
|
|
2022
Q2 | $190K | Buy |
6,007
+3,060
| +104% | +$96.8K | 0.13% | 153 |
|
|
2022
Q1 | $321K | Buy |
2,947
+2,774
| +1,603% | +$302K | 0.18% | 118 |
|
|
2021
Q4 | $26K | Buy |
+173
| New | +$26K | 0.01% | 462 |
|