Wells Fargo’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $43M | Buy |
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|
2025
Q2 | $23.6M | Buy |
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|
2025
Q1 | $3.38M | Buy |
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|
2024
Q4 | $3.74M | Buy |
|
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|
2024
Q3 | $1.92M | Buy |
|
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|
2024
Q2 | $1.13M | Sell |
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|
2024
Q1 | $1.36M | Buy |
|
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|
2023
Q4 | $1.75M | Buy |
|
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|
2023
Q3 | $1.14M | Sell |
|
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|
2023
Q2 | $2.13M | Buy |
|
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|
2023
Q1 | $736K | Buy |
|
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|
2022
Q4 | $427K | Sell |
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|
2022
Q3 | $749K | Sell |
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|
2022
Q2 | $2.22M | Sell |
|
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|
2022
Q1 | $7.83M | Buy |
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|
2021
Q4 | $7.88M | Buy |
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|
2021
Q3 | $14.4M | Buy |
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|
2021
Q2 | $2.55M | Buy |
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|
2021
Q1 | $161K | Buy |
|