WAM
Wolverine Asset Management’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121K | Hold |
1,866
| – | – | ﹤0.01% | 712 |
|
|
2025
Q1 | $85.9K | Hold |
1,866
| – | – | ﹤0.01% | 744 |
|
|
2024
Q4 | $115K | Buy |
+1,866
| New | +$115K | ﹤0.01% | 726 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 1463 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 1470 |
|
|
2024
Q1 | – | Sell |
-6,441
| Closed | -$263K | – | 1553 |
|
|
2023
Q4 | $263K | Buy |
6,441
+666
| +12% | +$27.2K | ﹤0.01% | 656 |
|
|
2023
Q3 | $165K | Hold |
5,775
| – | – | ﹤0.01% | 739 |
|
|
2023
Q2 | $207K | Hold |
5,775
| – | – | ﹤0.01% | 687 |
|
|
2023
Q1 | $91.8K | Sell |
5,775
-33,099
| -85% | -$526K | ﹤0.01% | 831 |
|
|
2022
Q4 | $514K | Hold |
38,874
| – | – | 0.01% | 675 |
|
|
2022
Q3 | $808K | Sell |
38,874
-2,000
| -5% | -$41.6K | 0.01% | 640 |
|
|
2022
Q2 | $1.29M | Sell |
40,874
-35,029
| -46% | -$1.11M | 0.01% | 527 |
|
|
2022
Q1 | $8.28M | Buy |
+75,903
| New | +$8.28M | 0.08% | 150 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 1948 |
|