Tyler-Stone Wealth Management’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Sell |
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|
2025
Q1 | $2.52M | Hold |
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|
2024
Q4 | $3.38M | Sell |
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|
2024
Q3 | $2.22M | Buy |
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|
2024
Q2 | $675K | Buy |
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|
2024
Q1 | $744K | Sell |
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|
2023
Q4 | $1.14M | Sell |
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|
2023
Q3 | $820K | Buy |
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|
2023
Q2 | $979K | Buy |
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|
2022
Q4 | $320K | Hold |
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|
2022
Q3 | $504K | Buy |
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|
2022
Q2 | $190K | Buy |
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|
2022
Q1 | $321K | Buy |
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|
2021
Q4 | $26K | Buy |
|