Westside Investment Management’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
Q2 | $203K | Hold |
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|
2025
Q1 | $140K | Hold |
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|
2024
Q4 | $188K | Sell |
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|
2024
Q3 | $123K | Sell |
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|
2024
Q2 | $95.5K | Hold |
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|
2024
Q1 | $108K | Hold |
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|
2023
Q4 | $165K | Sell |
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|
2023
Q3 | $166K | Hold |
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|
2023
Q2 | $214K | Sell |
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|
2023
Q1 | $93.2K | Buy |
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|
2022
Q4 | $20.7K | Sell |
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|
2022
Q3 | $43.7K | Buy |
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|
2022
Q2 | $131K | Buy |
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|
2022
Q1 | $131K | Buy |
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|
2021
Q4 | $21 | Buy |
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|
2021
Q3 | $31 | Hold |
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|
2021
Q2 | $12 | Buy |
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