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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $544K | Sell |
30,120
-36,559
| -55% | -$712K | ﹤0.01% | 4117 |
|
|
2025
Q4 | $1.17M | Buy |
66,679
+20,785
| +45% | +$402K | ﹤0.01% | 3845 |
|
|
2025
Q3 | $1.08M | Buy |
45,894
+8,230
| +22% | +$203K | ﹤0.01% | 3759 |
|
|
2025
Q2 | $945K | Buy |
37,664
+8,977
| +31% | +$210K | ﹤0.01% | 3723 |
|
|
2025
Q1 | $687K | Sell |
28,687
-176
| -0.6% | -$4.83K | ﹤0.01% | 3870 |
|
|
2024
Q4 | $842K | Buy |
28,863
+7,015
| +32% | +$218K | ﹤0.01% | 3826 |
|
|
2024
Q3 | $699K | Sell |
21,848
-3,580
| -14% | -$115K | ﹤0.01% | 3783 |
|
|
2024
Q2 | $781K | Sell |
25,428
-1,182
| -4% | -$37.8K | ﹤0.01% | 3652 |
|
|
2024
Q1 | $937K | Buy |
26,610
+1,693
| +7% | +$56.5K | ﹤0.01% | 3498 |
|
|
2023
Q4 | $846K | Buy |
24,917
+3,065
| +14% | +$91.3K | ﹤0.01% | 3547 |
|
|
2023
Q3 | $644K | Sell |
21,852
-15,842
| -42% | -$494K | ﹤0.01% | 3605 |
|
|
2023
Q2 | $1.17M | Buy |
37,694
+6,717
| +22% | +$196K | ﹤0.01% | 3356 |
|
|
2023
Q1 | $759K | Buy |
30,977
+14,634
| +90% | +$377K | ﹤0.01% | 3575 |
|
|
2022
Q4 | $369K | Sell |
16,343
-55,840
| -77% | -$1.2M | ﹤0.01% | 3834 |
|
|
2022
Q3 | $1.26M | Buy |
72,183
+5,310
| +8% | +$132K | ﹤0.01% | 3075 |
|
|
2022
Q2 | $1.3M | Sell |
66,873
-30,773
| -32% | -$766K | ﹤0.01% | 3121 |
|
|
2022
Q1 | $2.46M | Sell |
97,646
-21,730
| -18% | -$785K | ﹤0.01% | 3091 |
|
|
2021
Q4 | $5.74M | Buy |
119,376
+4,852
| +4% | +$243K | ﹤0.01% | 2433 |
|
|
2021
Q3 | $6.44M | Sell |
114,524
-43,788
| -28% | -$2.58M | ﹤0.01% | 2602 |
|
|
2021
Q2 | $8.4M | Buy |
158,312
+43,241
| +38% | +$2.51M | ﹤0.01% | 2368 |
|
|
2021
Q1 | $6.63M | Sell |
115,071
-129,586
| -53% | -$6.78M | ﹤0.01% | 2563 |
|
|
2020
Q4 | $9.37M | Sell |
244,657
-5,885
| -2% | -$200K | ﹤0.01% | 2132 |
|
|
2020
Q3 | $7.49M | Buy |
250,542
+88,845
| +55% | +$2.63M | ﹤0.01% | 2123 |
|
|
2020
Q2 | $4.5M | Buy |
161,697
+44,920
| +38% | +$998K | ﹤0.01% | 2557 |
|
|
2020
Q1 | $1.65M | Sell |
116,777
-117,977
| -50% | -$2.84M | ﹤0.01% | 3169 |
|
|
2019
Q4 | $6.77M | Buy |
234,754
+127,950
| +120% | +$3.34M | ﹤0.01% | 2305 |
|
|
2019
Q3 | $2.75M | Buy |
106,804
+2,430
| +2% | +$63.8K | ﹤0.01% | 3056 |
|
|
2019
Q2 | $2.78M | Buy |
104,374
+10,209
| +11% | +$243K | ﹤0.01% | 3062 |
|
|
2019
Q1 | $1.97M | Buy |
94,165
+17,968
| +24% | +$331K | ﹤0.01% | 3377 |
|
|
2018
Q4 | $1.23M | Sell |
76,197
-175,297
| -70% | -$2.55M | ﹤0.01% | 3677 |
|
|
2018
Q3 | $3.62M | Buy |
251,494
+188,899
| +302% | +$2.78M | ﹤0.01% | 2923 |
|
|
2018
Q2 | $922K | Sell |
62,595
-17,659
| -22% | -$191K | ﹤0.01% | 4055 |
|
|
2018
Q1 | $693K | Sell |
80,254
-12,036
| -13% | -$116K | ﹤0.01% | 4173 |
|
|
2017
Q4 | $1.02M | Buy |
92,290
+22,687
| +33% | +$248K | ﹤0.01% | 3922 |
|
|
2017
Q3 | $800K | Buy |
69,603
+21,232
| +44% | +$262K | ﹤0.01% | 3999 |
|
|
2017
Q2 | $567K | Sell |
48,371
-120,409
| -71% | -$1.36M | ﹤0.01% | 4137 |
|
|
2017
Q1 | $1.5M | Buy |
168,780
+129,688
| +332% | +$1.18M | ﹤0.01% | 3441 |
|
|
2016
Q4 | $440K | Buy |
39,092
+20,009
| +105% | +$223K | ﹤0.01% | 4291 |
|
|
2016
Q3 | $241K | Sell |
19,083
-493,681
| -96% | -$6.18M | ﹤0.01% | 4369 |
|
|
2016
Q2 | $6.3M | Sell |
512,764
-8,007
| -2% | -$108K | ﹤0.01% | 2155 |
|
|
2016
Q1 | $8.25M | Buy |
520,771
+490,008
| +1,593% | +$6.54M | ﹤0.01% | 1958 |
|
|
2015
Q4 | $460K | Buy |
30,763
+6,509
| +27% | +$124K | ﹤0.01% | 3975 |
|
|
2015
Q3 | $588K | Sell |
24,254
-965
| -4% | -$25.9K | ﹤0.01% | 3847 |
|
|
2015
Q2 | $715K | Sell |
25,219
-166,300
| -87% | -$4.99M | ﹤0.01% | 3864 |
|
|
2015
Q1 | $5.25M | Sell |
191,519
-4,279
| -2% | -$130K | ﹤0.01% | 2341 |
|
|
2014
Q4 | $7.11M | Buy |
195,798
+964
| +0.5% | +$31K | ﹤0.01% | 2072 |
|
|
2014
Q3 | $5.91M | Sell |
194,834
-51,395
| -21% | -$1.38M | ﹤0.01% | 2177 |
|
|
2014
Q2 | $7.06M | Buy |
246,229
+44,816
| +22% | +$1.27M | ﹤0.01% | 2081 |
|
|
2014
Q1 | $5.36M | Sell |
201,413
-2,011
| -1% | -$54.5K | ﹤0.01% | 2270 |
|
|
2013
Q4 | $6.78M | Sell |
203,424
-5,054
| -2% | -$175K | ﹤0.01% | 2029 |
|
|
2013
Q3 | $7.95M | Sell |
208,478
-6,965
| -3% | -$268K | ﹤0.01% | 1823 |
|
|
2013
Q2 | $8.09M | Buy |
+215,443
| New | +$7.8M | ﹤0.01% | 1742 |
|
Other funds holding UPBD
VPM
IC
VCM
HCM
