Wells Fargo’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $945K | Buy |
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|
2025
Q1 | $687K | Sell |
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|
2024
Q4 | $842K | Buy |
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|
2024
Q3 | $699K | Sell |
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|
2024
Q2 | $781K | Sell |
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|
2024
Q1 | $937K | Buy |
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|
2023
Q4 | $846K | Buy |
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|
2023
Q3 | $644K | Sell |
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|
2023
Q2 | $1.17M | Buy |
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|
2023
Q1 | $759K | Buy |
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|
2022
Q4 | $369K | Sell |
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|
2022
Q3 | $1.26M | Buy |
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|
2022
Q2 | $1.3M | Sell |
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|
2022
Q1 | $2.46M | Sell |
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|
2021
Q4 | $5.74M | Buy |
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|
2021
Q3 | $6.44M | Sell |
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|
2021
Q2 | $8.4M | Buy |
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|
2021
Q1 | $6.63M | Sell |
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|
2020
Q4 | $9.37M | Sell |
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|
2020
Q3 | $7.49M | Buy |
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|
2020
Q2 | $4.5M | Buy |
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|
2020
Q1 | $1.65M | Sell |
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|
2019
Q4 | $6.77M | Buy |
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|
2019
Q3 | $2.75M | Buy |
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|
2019
Q2 | $2.78M | Buy |
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|
2019
Q1 | $1.97M | Buy |
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|
2018
Q4 | $1.23M | Sell |
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|
2018
Q3 | $3.62M | Buy |
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|
2018
Q2 | $922K | Sell |
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|
2018
Q1 | $693K | Sell |
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|
2017
Q4 | $1.02M | Buy |
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|
2017
Q3 | $800K | Buy |
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|
2017
Q2 | $567K | Sell |
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|
2017
Q1 | $1.5M | Buy |
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|
2016
Q4 | $440K | Buy |
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|
2016
Q3 | $241K | Sell |
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|
2016
Q2 | $6.3M | Sell |
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|
2016
Q1 | $8.25M | Buy |
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|
2015
Q4 | $460K | Buy |
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|
2015
Q3 | $588K | Sell |
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|
2015
Q2 | $715K | Sell |
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|
2015
Q1 | $5.25M | Sell |
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|
2014
Q4 | $7.11M | Buy |
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|
2014
Q3 | $5.91M | Sell |
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|
2014
Q2 | $7.06M | Buy |
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|
2014
Q1 | $5.36M | Sell |
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|
2013
Q4 | $6.78M | Sell |
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|
2013
Q3 | $7.95M | Sell |
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|
2013
Q2 | $8.09M | Buy |
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