Wellington Management Group’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-75,471
| Closed | -$705K | – | 1894 |
|
|
2023
Q2 | $705K | Buy |
75,471
+138
| +0.2% | +$1.29K | ﹤0.01% | 1650 |
|
|
2023
Q1 | $853K | Sell |
75,333
-901,762
| -92% | -$10.2M | ﹤0.01% | 1697 |
|
|
2022
Q4 | $10.2M | Buy |
977,095
+192,603
| +25% | +$2.01M | ﹤0.01% | 1080 |
|
|
2022
Q3 | $10.7M | Sell |
784,492
-200,630
| -20% | -$2.73M | ﹤0.01% | 1087 |
|
|
2022
Q2 | $20.4M | Buy |
985,122
+263,203
| +36% | +$5.44M | ﹤0.01% | 938 |
|
|
2022
Q1 | $16.8M | Sell |
721,919
-284,872
| -28% | -$6.62M | ﹤0.01% | 1060 |
|
|
2021
Q4 | $34.4M | Buy |
1,006,791
+321,747
| +47% | +$11M | 0.01% | 949 |
|
|
2021
Q3 | $30.8M | Buy |
685,044
+305,227
| +80% | +$13.7M | 0.01% | 958 |
|
|
2021
Q2 | $22.1M | Sell |
379,817
-2,366
| -0.6% | -$138K | ﹤0.01% | 1072 |
|
|
2021
Q1 | $17.1M | Sell |
382,183
-213,312
| -36% | -$9.55M | ﹤0.01% | 1110 |
|
|
2020
Q4 | $20.6M | Buy |
595,495
+37,807
| +7% | +$1.31M | ﹤0.01% | 1027 |
|
|
2020
Q3 | $9.73M | Buy |
557,688
+76,721
| +16% | +$1.34M | ﹤0.01% | 1107 |
|
|
2020
Q2 | $6.95M | Sell |
480,967
-178,824
| -27% | -$2.58M | ﹤0.01% | 1145 |
|
|
2020
Q1 | $4.26M | Buy |
659,791
+30,645
| +5% | +$198K | ﹤0.01% | 1224 |
|
|
2019
Q4 | $6.71M | Buy |
629,146
+67,795
| +12% | +$723K | ﹤0.01% | 1263 |
|
|
2019
Q3 | $7.47M | Buy |
561,351
+412,543
| +277% | +$5.49M | ﹤0.01% | 1243 |
|
|
2019
Q2 | $2.39M | Sell |
148,808
-8,316
| -5% | -$134K | ﹤0.01% | 1578 |
|
|
2019
Q1 | $3.01M | Sell |
157,124
-93,585
| -37% | -$1.79M | ﹤0.01% | 1510 |
|
|
2018
Q4 | $4.54M | Buy |
+250,709
| New | +$4.54M | ﹤0.01% | 1415 |
|