Venturi 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
Q1 | – | Sell |
-809
| Closed | -$49.8K | – | 1761 |
|
|
2024
Q4 | $49.8K | Sell |
809
-7
| -0.9% | -$431 | ﹤0.01% | 1017 |
|
|
2024
Q3 | $32.7K | Buy |
816
+176
| +28% | +$7.04K | ﹤0.01% | 884 |
|
|
2024
Q2 | $15.1K | Buy |
640
+516
| +416% | +$12.2K | ﹤0.01% | 1001 |
|
|
2024
Q1 | $3.34K | Buy |
124
+43
| +53% | +$1.16K | ﹤0.01% | 1161 |
|
|
2023
Q4 | $3.31K | Sell |
81
-1,478
| -95% | -$60.4K | ﹤0.01% | 1114 |
|
|
2023
Q3 | $44.5K | Hold |
1,559
| – | – | ﹤0.01% | 485 |
|
|
2023
Q2 | $55.8K | Hold |
1,559
| – | – | ﹤0.01% | 418 |
|
|
2023
Q1 | $24.8K | Buy |
+1,559
| New | +$24.8K | ﹤0.01% | 555 |
|
|
2022
Q2 | – | Sell |
-1,939
| Closed | -$212K | – | 352 |
|
|
2022
Q1 | $212K | Buy |
1,939
+300
| +18% | +$32.8K | 0.02% | 320 |
|
|
2021
Q4 | $248K | Buy |
1,639
+540
| +49% | +$81.7K | 0.02% | 302 |
|
|
2021
Q3 | $348K | Buy |
+1,099
| New | +$348K | 0.03% | 261 |
|