WMG Financial Advisors’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 | $1.2M | Sell |
18,512
-650
| -3% | -$42K | 0.44% | 42 |
|
|
2025
Q1 | $882K | Sell |
19,162
-2,050
| -10% | -$94.4K | 0.38% | 47 |
|
|
2024
Q4 | $1.31M | Sell |
21,212
-22,895
| -52% | -$1.41M | 0.56% | 32 |
|
|
2024
Q3 | $1.76M | Buy |
44,107
+375
| +0.9% | +$15K | 0.8% | 23 |
|
|
2024
Q2 | $1.03M | Sell |
43,732
-5,400
| -11% | -$127K | 0.55% | 37 |
|
|
2024
Q1 | $1.32M | Sell |
49,132
-2,000
| -4% | -$53.8K | 0.76% | 25 |
|
|
2023
Q4 | $2.09M | Sell |
51,132
-3,365
| -6% | -$137K | 1.36% | 13 |
|
|
2023
Q3 | $1.56M | Sell |
54,497
-25,423
| -32% | -$726K | 1.32% | 14 |
|
|
2023
Q2 | $2.86M | Sell |
79,920
-2,510
| -3% | -$89.9K | 2.11% | 7 |
|
|
2023
Q1 | $1.31M | Buy |
82,430
+760
| +0.9% | +$12.1K | 1.09% | 27 |
|
|
2022
Q4 | $1.08M | Buy |
81,670
+2,752
| +3% | +$36.4K | 0.92% | 33 |
|
|
2022
Q3 | $1.64M | Sell |
78,918
-410
| -0.5% | -$8.53K | 1.48% | 14 |
|
|
2022
Q2 | $2.51M | Buy |
79,328
+39,303
| +98% | +$1.24M | 2.17% | 10 |
|
|
2022
Q1 | $4.37M | Buy |
40,025
+19,125
| +92% | +$2.09M | 3.21% | 5 |
|
|
2021
Q4 | $3.16M | Buy |
+20,900
| New | +$3.16M | 2.46% | 7 |
|