Vontobel Holding’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 | $340K | Sell |
5,262
-507
| -9% | -$32.8K | ﹤0.01% | 893 |
|
|
2025
Q1 | $266K | Buy |
5,769
+1,969
| +52% | +$90.6K | ﹤0.01% | 928 |
|
|
2024
Q4 | $234K | Buy |
+3,800
| New | +$234K | ﹤0.01% | 966 |
|
|
2023
Q3 | – | Sell |
-6,600
| Closed | -$236K | – | 1134 |
|
|
2023
Q2 | $236K | Buy |
+6,600
| New | +$236K | ﹤0.01% | 971 |
|
|
2022
Q3 | – | Sell |
-17,264
| Closed | -$556K | – | 1106 |
|
|
2022
Q2 | $556K | Buy |
17,264
+7,722
| +81% | +$249K | 0.01% | 692 |
|
|
2022
Q1 | $1.09M | Sell |
9,542
-7,150
| -43% | -$816K | 0.01% | 594 |
|
|
2021
Q4 | $2.6M | Buy |
16,692
+502
| +3% | +$78K | 0.02% | 392 |
|
|
2021
Q3 | $5.12M | Buy |
16,190
+8,906
| +122% | +$2.82M | 0.05% | 262 |
|
|
2021
Q2 | $910K | Buy |
+7,284
| New | +$910K | 0.01% | 610 |
|