Glassman Wealth Services Upstart Holdings, Inc. Transaction History

Glassman Wealth Services

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	BUY	$26.55 - $72.09 $2,442 - $6,632	92 Added 836.36%	103 $2,000
Q2 2023 Aug 08, 2023	BUY	$12.1 - $37.7 $133 - $414	11 New	11 $0
Q4 2022 Feb 06, 2023	SELL	$12.25 - $24.9 $379 - $771	-31 Reduced 25.2%	92 $1,000
Q3 2022 Nov 09, 2022	SELL	$20.79 - $36.28 $228 - $399	-11 Reduced 8.21%	123 $3,000
Q2 2022 Aug 04, 2022	BUY	$28.0 - $113.85 $112 - $455	4 Added 3.08%	134 $4,000
Q1 2022 Aug 23, 2022	BUY	$89.34 - $157.99 $8,219 - $14,535	92 Added 242.11%	130 $14,000
Q1 2022 Apr 14, 2022	BUY	$89.34 - $157.99 $625 - $1,105	7 Added 22.58%	38 $4,000
Q4 2021 Feb 14, 2022	SELL	$131.5 - $390.0 $13,807 - $40,950	-105 Reduced 77.21%	31 $5,000
Q3 2021 Nov 10, 2021	SELL	$113.09 - $336.34 $8,368 - $24,889	-74 Reduced 35.24%	136 $43,000
Q1 2021 May 05, 2021	BUY	$43.99 - $164.87 $9,237 - $34,622	210 New	210 $27,000

477

57M

14.5M

18.4M

Ticker UPST
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 81,348,000
Market Cap $6.76B
Description
Upstart Holdings, Inc., together with its subsidiaries, operates a cloud-based artificial intelligence (AI) lending platform in the United States. Its platform aggregates consumer demand for loans and connects it to its network of the company's AI-enabled bank partners. The company was founded in 2012 and is headquartered in San Mateo, California.

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