Wedbush Securities’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,605
| Closed | -$366K | – | 1291 |
|
|
2024
Q1 | $366K | Buy |
13,605
+8,201
| +152% | +$221K | 0.01% | 773 |
|
|
2023
Q4 | $221K | Buy |
+5,404
| New | +$221K | 0.01% | 915 |
|
|
2022
Q3 | – | Sell |
-10,568
| Closed | -$334K | – | 1107 |
|
|
2022
Q2 | $334K | Buy |
10,568
+1,431
| +16% | +$45.2K | 0.02% | 700 |
|
|
2022
Q1 | $997K | Buy |
9,137
+434
| +5% | +$47.4K | 0.05% | 347 |
|
|
2021
Q4 | $1.32M | Buy |
8,703
+7,658
| +733% | +$1.16M | 0.06% | 292 |
|
|
2021
Q3 | $331K | Buy |
+1,045
| New | +$331K | 0.02% | 813 |
|