Spire Wealth Management Upstart Holdings, Inc. Transaction History

Spire Wealth Management

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$21.64 - $28.59 $887 - $1,172	-41 Reduced 42.71%	55 $1,000
Q1 2024 Apr 24, 2024	SELL	$23.25 - $38.8 $1,650 - $2,754	-71 Reduced 42.51%	96 $2,000
Q4 2023 Feb 06, 2024	SELL	$20.87 - $47.31 $1,043 - $2,365	-50 Reduced 23.04%	167 $6,000
Q3 2023 Nov 08, 2023	SELL	$26.55 - $72.09 $56,551 - $153,551	-2,130 Reduced 90.75%	217 $6,000
Q2 2023 Aug 09, 2023	BUY	$12.1 - $37.7 $9,534 - $29,707	788 Added 50.55%	2,347 $84,000
Q1 2023 May 09, 2023	BUY	$12.89 - $23.85 $3,660 - $6,773	284 Added 22.27%	1,559 $24,000
Q4 2022 Feb 03, 2023	BUY	$12.25 - $24.9 $918 - $1,867	75 Added 6.25%	1,275 $17,000
Q3 2022 Nov 07, 2022	SELL	$20.79 - $36.28 $7,796 - $13,605	-375 Reduced 23.81%	1,200 $25,000
Q2 2022 Jul 22, 2022	SELL	$28.0 - $113.85 $19,096 - $77,645	-682 Reduced 30.22%	1,575 $50,000
Q1 2022 Apr 18, 2022	BUY	$89.34 - $157.99 $69,506 - $122,916	778 Added 52.6%	2,257 $246,000
Q4 2021 Jan 14, 2022	BUY	$131.5 - $390.0 $70,615 - $209,430	537 Added 57.01%	1,479 $245,000
Q3 2021 Oct 22, 2021	BUY	$113.09 - $336.34 $62,878 - $187,005	556 Added 144.04%	942 $534,000
Q2 2021 Jul 26, 2021	BUY	$84.05 - $170.0 $15,633 - $31,620	186 Added 93.0%	386 $48,000
Q1 2021 May 21, 2021	BUY	$43.99 - $164.87 $8,798 - $32,974	200 New	200 $26,000

420

49.9M

10.6M

11.7M

Ticker UPST
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 81,348,000
Market Cap $6.02B
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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