Wells Fargo’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.6M | Buy |
364,190
+290,739
| +396% | +$18.8M | ﹤0.01% | 1191 |
|
|
2025
Q1 | $3.38M | Buy |
73,451
+12,683
| +21% | +$584K | ﹤0.01% | 2409 |
|
|
2024
Q4 | $3.74M | Buy |
60,768
+12,762
| +27% | +$786K | ﹤0.01% | 2347 |
|
|
2024
Q3 | $1.92M | Buy |
48,006
+107
| +0.2% | +$4.28K | ﹤0.01% | 2776 |
|
|
2024
Q2 | $1.13M | Sell |
47,899
-2,661
| -5% | -$62.8K | ﹤0.01% | 3102 |
|
|
2024
Q1 | $1.36M | Buy |
50,560
+7,803
| +18% | +$210K | ﹤0.01% | 2949 |
|
|
2023
Q4 | $1.75M | Buy |
42,757
+2,947
| +7% | +$120K | ﹤0.01% | 2729 |
|
|
2023
Q3 | $1.14M | Sell |
39,810
-19,603
| -33% | -$559K | ﹤0.01% | 3006 |
|
|
2023
Q2 | $2.13M | Buy |
59,413
+13,075
| +28% | +$468K | ﹤0.01% | 2716 |
|
|
2023
Q1 | $736K | Buy |
46,338
+14,063
| +44% | +$223K | ﹤0.01% | 3363 |
|
|
2022
Q4 | $427K | Sell |
32,275
-3,766
| -10% | -$49.8K | ﹤0.01% | 3504 |
|
|
2022
Q3 | $749K | Sell |
36,041
-34,091
| -49% | -$708K | ﹤0.01% | 3215 |
|
|
2022
Q2 | $2.22M | Sell |
70,132
-1,648
| -2% | -$52.1K | ﹤0.01% | 2566 |
|
|
2022
Q1 | $7.83M | Buy |
71,780
+19,699
| +38% | +$2.15M | ﹤0.01% | 1951 |
|
|
2021
Q4 | $7.88M | Buy |
52,081
+6,533
| +14% | +$989K | ﹤0.01% | 1970 |
|
|
2021
Q3 | $14.4M | Buy |
45,548
+25,119
| +123% | +$7.95M | ﹤0.01% | 1852 |
|
|
2021
Q2 | $2.55M | Buy |
20,429
+19,185
| +1,542% | +$2.4M | ﹤0.01% | 3305 |
|
|
2021
Q1 | $161K | Buy |
+1,244
| New | +$161K | ﹤0.01% | 4935 |
|