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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $806K | Sell |
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|
2025
Q2 | $1.2M | Sell |
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|
2025
Q1 | $882K | Sell |
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|
2024
Q4 | $1.31M | Sell |
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|
2024
Q3 | $1.76M | Buy |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $1.32M | Sell |
|
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|
2023
Q4 | $2.09M | Sell |
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|
2023
Q3 | $1.56M | Sell |
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|
2023
Q2 | $2.86M | Sell |
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|
2023
Q1 | $1.31M | Buy |
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $1.64M | Sell |
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|
2022
Q2 | $2.5M | Buy |
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|
2022
Q1 | $4.37M | Buy |
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|
2021
Q4 | $3.16M | Buy |
|