Charles Schwab Investment Management Inc Upwork, Inc Transaction History

Charles Schwab Investment Management Inc

$429 Billion
Q1 2024

A detailed history of Charles Schwab Investment Management Inc transactions in Upwork, Inc stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 988,360 shares of UPWK stock, worth $10.6 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

988,360

Previous 977,073 1.16%

Holding current value

$10.6 Million

Previous $14.5 Million 16.6%

% of portfolio

0.0%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$11.96 - $15.66 $134,992 - $176,754	11,287 Added 1.16%	988,360 $12.1 Million
Q4 2023 Feb 06, 2024	BUY	$9.98 - $15.49 $206,615 - $320,689	20,703 Added 2.16%	977,073 $14.5 Million
Q3 2023 Nov 08, 2023	BUY	$8.65 - $15.55 $372,650 - $669,909	43,081 Added 4.72%	956,370 $10.9 Million
Q2 2023 Aug 09, 2023	BUY	$7.6 - $11.01 $141,975 - $205,677	18,681 Added 2.09%	913,289 $8.53 Million
Q1 2023 May 11, 2023	BUY	$10.04 - $14.53 $50,561 - $73,173	5,036 Added 0.57%	894,608 $10.1 Million

Q4 2022 Feb 13, 2023	BUY	$9.91 - $15.02 $231,606 - $351,032	23,371 Added 2.7%	889,572 $9.29 Million
Q3 2022 Nov 14, 2022	SELL	$13.57 - $24.45 $596,781 - $1.08 Million	-43,978 Reduced 4.83%	866,201 $11.8 Million
Q2 2022 Aug 15, 2022	SELL	$15.68 - $24.75 $68,129 - $107,538	-4,345 Reduced 0.48%	910,179 $18.8 Million
Q1 2022 May 13, 2022	BUY	$18.0 - $33.76 $408,654 - $766,453	22,703 Added 2.55%	914,524 $21.3 Million
Q4 2021 Feb 11, 2022	BUY	$31.73 - $60.02 $556,924 - $1.05 Million	17,552 Added 2.01%	891,821 $30.5 Million
Q3 2021 Nov 16, 2021	BUY	$40.38 - $60.7 $6.15 Million - $9.24 Million	152,274 Added 21.09%	874,269 $39.4 Million
Q2 2021 Aug 16, 2021	BUY	$37.99 - $59.25 $2.41 Million - $3.76 Million	63,432 Added 9.63%	721,995 $42.1 Million
Q1 2021 May 17, 2021	BUY	$33.6 - $57.04 $2.13 Million - $3.61 Million	63,246 Added 10.62%	658,563 $29.5 Million
Q4 2020 Feb 16, 2021	BUY	$18.45 - $40.49 $206,012 - $452,111	11,166 Added 1.91%	595,317 $20.6 Million
Q3 2020 Nov 13, 2020	BUY	$13.4 - $17.51 $1.17 Million - $1.53 Million	87,664 Added 17.66%	584,151 $10.2 Million
Q2 2020 Aug 14, 2020	BUY	$5.4 - $14.44 $613,364 - $1.64 Million	113,586 Added 29.66%	496,487 $7.17 Million
Q1 2020 May 15, 2020	BUY	$5.43 - $10.52 $39,753 - $77,016	7,321 Added 1.95%	382,901 $2.47 Million
Q4 2019 Feb 07, 2020	BUY	$10.3 - $15.3 $115,380 - $171,390	11,202 Added 3.07%	375,580 $4.01 Million
Q3 2019 Nov 08, 2019	BUY	$13.26 - $17.04 $265,398 - $341,055	20,015 Added 5.81%	364,378 $4.85 Million
Q2 2019 Aug 09, 2019	BUY	$14.18 - $20.71 $1.34 Million - $1.96 Million	94,445 Added 37.79%	344,363 $5.54 Million
Q1 2019 May 14, 2019	BUY	$17.87 - $23.91 $160,579 - $214,855	8,986 Added 3.73%	249,918 $4.78 Million
Q4 2018 Feb 14, 2019	BUY	$16.01 - $21.18 $3.86 Million - $5.1 Million	240,932 New	240,932 $4.36 Million

Others Institutions Holding UPWK

# of Institutions

277

Shares Held

99.3M

Call Options Held

1.46M

Put Options Held

1.74M

View Full List

About UPWORK, INC

Ticker UPWK
Exchange NASDAQ
Sector Industrials
Industry Staffing & Employment Services
Shares Outstandng 131,342,000
Market Cap $1.41B
Description
Upwork Inc., together with its subsidiaries, operates a work marketplace that connects businesses with various independent professionals and agencies in the United States, India, the Philippines, and internationally. The company's work marketplace provides access to talent with various skills across a range of categories, including sales and mar...

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Charles Schwab Investment Management Inc Upwork, Inc Transaction History