A detailed history of Tyler Stone Wealth Management transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Tyler Stone Wealth Management holds 28,617 shares of UPST stock, worth $1.49 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
28,617
Previous 27,667 3.43%
Holding current value
$1.49 Million
Previous $743,000 9.15%
% of portfolio
0.28%
Previous 0.33%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$21.64 - $28.59 $20,558 - $27,160
950 Added 3.43%
28,617 $675,000
Q1 2024

May 15, 2024

SELL
$23.25 - $38.8 $6,045 - $10,088
-260 Reduced 0.93%
27,667 $743,000
Q4 2023

Feb 14, 2024

SELL
$20.87 - $47.31 $16,696 - $37,848
-800 Reduced 2.78%
27,927 $1.14 Million
Q3 2023

Nov 14, 2023

BUY
$26.55 - $72.09 $36,904 - $100,205
1,390 Added 5.08%
28,727 $820,000
Q2 2023

Aug 14, 2023

BUY
$12.1 - $37.7 $37,510 - $116,870
3,100 Added 12.79%
27,337 $979,000
Q3 2022

Nov 14, 2022

BUY
$20.79 - $36.28 $379,001 - $661,384
18,230 Added 303.48%
24,237 $504,000
Q2 2022

Aug 11, 2022

BUY
$28.0 - $113.85 $85,680 - $348,381
3,060 Added 103.83%
6,007 $190,000
Q1 2022

May 12, 2022

BUY
$89.34 - $157.99 $247,829 - $438,264
2,774 Added 1603.47%
2,947 $321,000
Q4 2021

Feb 22, 2022

BUY
$131.5 - $390.0 $22,749 - $67,470
173 New
173 $26,000

Others Institutions Holding UPST

About Upstart Holdings, Inc.


  • Ticker UPST
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 81,348,000
  • Market Cap $4.23B
  • 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.
More about UPST
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