West Oak Capital’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 | $16 | Hold |
25
| – | – | ﹤0.01% | 270 |
|
|
2025
Q1 | $12 | Hold |
25
| – | – | ﹤0.01% | 277 |
|
|
2024
Q4 | $15K | Hold |
25
| – | – | ﹤0.01% | 277 |
|
|
2024
Q3 | $10 | Hold |
25
| – | – | ﹤0.01% | 283 |
|
|
2024
Q2 | $590 | Hold |
25
| – | – | ﹤0.01% | 304 |
|
|
2024
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 295 |
|
|
2023
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 299 |
|
|
2023
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 296 |
|
|
2023
Q2 | $895 | Hold |
25
| – | – | ﹤0.01% | 298 |
|
|
2023
Q1 | $397 | Hold |
25
| – | – | ﹤0.01% | 312 |
|
|
2022
Q4 | $0 | Hold |
25
| – | – | ﹤0.01% | 329 |
|
|
2022
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 317 |
|
|
2022
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 316 |
|
|
2022
Q1 | $3K | Sell |
25
-100
| -80% | -$12K | ﹤0.01% | 316 |
|
|
2021
Q4 | $19K | Buy |
125
+25
| +25% | +$3.8K | 0.01% | 233 |
|
|
2021
Q3 | $32K | Buy |
+100
| New | +$32K | 0.01% | 211 |
|