Vontobel Holding’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
Q3 | $558K | Buy |
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|
2025
Q2 | $340K | Sell |
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|
2025
Q1 | $266K | Buy |
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|
2024
Q4 | $234K | Buy |
|
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $236K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $556K | Buy |
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|
2022
Q1 | $1.09M | Sell |
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|
2021
Q4 | $2.6M | Buy |
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|
2021
Q3 | $5.12M | Buy |
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|
2021
Q2 | $910K | Buy |
|