Zurich Cantonal Bank’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 | $1.61M | Buy |
24,858
+3,033
| +14% | +$196K | ﹤0.01% | 975 |
|
|
2025
Q1 | $1M | Buy |
21,825
+2,132
| +11% | +$98.1K | ﹤0.01% | 1164 |
|
|
2024
Q4 | $1.21M | Buy |
19,693
+3,209
| +19% | +$198K | ﹤0.01% | 1093 |
|
|
2024
Q3 | $660K | Hold |
16,484
| – | – | ﹤0.01% | 1372 |
|
|
2024
Q2 | $389K | Buy |
16,484
+1,084
| +7% | +$25.6K | ﹤0.01% | 1659 |
|
|
2024
Q1 | $414K | Hold |
15,400
| – | – | ﹤0.01% | 1602 |
|
|
2023
Q4 | $629K | Buy |
15,400
+2,044
| +15% | +$83.5K | ﹤0.01% | 1360 |
|
|
2023
Q3 | $381K | Buy |
13,356
+1,668
| +14% | +$47.6K | ﹤0.01% | 1563 |
|
|
2023
Q2 | $419K | Hold |
11,688
| – | – | ﹤0.01% | 1462 |
|
|
2023
Q1 | $186K | Hold |
11,688
| – | – | ﹤0.01% | 1914 |
|
|
2022
Q4 | $155K | Buy |
11,688
+2,035
| +21% | +$26.9K | ﹤0.01% | 1985 |
|
|
2022
Q3 | $201K | Buy |
9,653
+149
| +2% | +$3.1K | ﹤0.01% | 1758 |
|
|
2022
Q2 | $301K | Buy |
9,504
+6,054
| +175% | +$192K | ﹤0.01% | 1557 |
|
|
2022
Q1 | $376K | Buy |
3,450
+655
| +23% | +$71.4K | ﹤0.01% | 1507 |
|
|
2021
Q4 | $423K | Buy |
2,795
+898
| +47% | +$136K | ﹤0.01% | 1576 |
|
|
2021
Q3 | $600K | Hold |
1,897
| – | – | ﹤0.01% | 1181 |
|
|
2021
Q2 | $237K | Buy |
+1,897
| New | +$237K | ﹤0.01% | 1704 |
|