Wealth Enhancement Advisory Services
UPST icon

Wealth Enhancement Advisory Services’s Upstart Holdings UPST Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio UPST Stock Details UPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$534K Sell
7,230
-5,482
-43% -$405K ﹤0.01% 2165
2025
Q1 		$585K Buy
12,712
+8,098
+176% +$373K ﹤0.01% 1931
2024
Q4 		$284K Buy
+4,614
New +$284K ﹤0.01% 2403
2024
Q1 		– Sell
-5,310
Closed -$217K – 2450
2023
Q4 		$217K Buy
+5,310
New +$217K ﹤0.01% 2037