WIM
Westside Investment Management’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Hold |
3,050
| – | – | 0.04% | 255 |
|
|
2025
Q1 | $140K | Hold |
3,050
| – | – | 0.03% | 266 |
|
|
2024
Q4 | $188K | Sell |
3,050
-600
| -16% | -$36.9K | 0.04% | 241 |
|
|
2024
Q3 | $123K | Sell |
3,650
-400
| -10% | -$13.4K | 0.03% | 289 |
|
|
2024
Q2 | $95.5K | Hold |
4,050
| – | – | 0.02% | 313 |
|
|
2024
Q1 | $108K | Hold |
4,050
| – | – | 0.03% | 285 |
|
|
2023
Q4 | $165K | Sell |
4,050
-1,765
| -30% | -$72.1K | 0.04% | 233 |
|
|
2023
Q3 | $166K | Hold |
5,815
| – | – | 0.05% | 220 |
|
|
2023
Q2 | $214K | Sell |
5,815
-50
| -0.9% | -$1.84K | 0.06% | 198 |
|
|
2023
Q1 | $93.2K | Buy |
5,865
+880
| +18% | +$14K | 0.03% | 281 |
|
|
2022
Q4 | $20.7K | Sell |
4,985
-539
| -10% | -$2.24K | 0.05% | 168 |
|
|
2022
Q3 | $43.7K | Buy |
5,524
+620
| +13% | +$4.91K | 0.1% | 132 |
|
|
2022
Q2 | $131K | Buy |
4,904
+1,345
| +38% | +$35.9K | 0.3% | 74 |
|
|
2022
Q1 | $131K | Buy |
3,559
+3,420
| +2,460% | +$126K | 0.29% | 75 |
|
|
2021
Q4 | $21 | Buy |
139
+39
| +39% | +$6 | ﹤0.01% | 495 |
|
|
2021
Q3 | $31 | Hold |
100
| – | – | ﹤0.01% | 434 |
|
|
2021
Q2 | $12 | Buy |
+100
| New | +$12 | ﹤0.01% | 554 |
|