WMG Financial Advisors’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$660K	Buy	25,727 +8,265	+47%	+$291K	0.28%	42
2025 Q4	$764K	Buy	17,462 +1,600	+10%	+$73.7K	0.31%	47
2025 Q3	$806K	Sell	15,862 -2,650	-14%	-$186K	0.27%	57
2025 Q2	$1.2M	Sell	18,512 -650	-3%	-$31.9K	0.44%	42
2025 Q1	$882K	Sell	19,162 -2,050	-10%	-$127K	0.38%	47
2024 Q4	$1.31M	Sell	21,212 -22,895	-52%	-$1.43M	0.56%	32
2024 Q3	$1.76M	Buy	44,107 +375	+0.9%	+$12.5K	0.8%	23
2024 Q2	$1.03M	Sell	43,732 -5,400	-11%	-$130K	0.55%	37
2024 Q1	$1.32M	Sell	49,132 -2,000	-4%	-$59.1K	0.76%	25
2023 Q4	$2.09M	Sell	51,132 -3,365	-6%	-$102K	1.36%	13
2023 Q3	$1.56M	Sell	54,497 -25,423	-32%	-$1.02M	1.32%	14
2023 Q2	$2.86M	Sell	79,920 -2,510	-3%	-$57.7K	2.11%	7
2023 Q1	$1.31M	Buy	82,430 +760	+0.9%	+$12.8K	1.09%	27
2022 Q4	$1.08M	Buy	81,670 +2,752	+3%	+$53.2K	0.92%	33
2022 Q3	$1.64M	Sell	78,918 -410	-0.5%	-$11K	1.48%	14
2022 Q2	$2.5M	Buy	79,328 +39,303	+98%	+$2.34M	2.17%	10
2022 Q1	$4.37M	Buy	40,025 +19,125	+92%	+$2.2M	3.21%	5
2021 Q4	$3.16M	Buy	+20,900	New	+$5.22M	2.46%	7