Ci Private Wealth, LLC Upwork, Inc Transaction History

Ci Private Wealth, LLC

$62.5 Billion
Q3 2025

A detailed history of Ci Private Wealth, LLC transactions in Upwork, Inc stock. As of the latest transaction made, Ci Private Wealth, LLC holds 46,244 shares of UPWK stock, worth $762,101. This represents 0.0% of its overall portfolio holdings.

Number of Shares

46,244

Previous 80,210 42.35%

Holding current value

$762,101

Previous $1.08 Million 20.41%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$11.75 - $20.07 $399,100 - $681,697	-33,966 Reduced 42.35%	46,244 $858,000
Q2 2025 Sep 26, 2025	SELL	$11.8 - $17.5 $946,478 - $1.4 Million	-80,210 Reduced 50.0%	80,210 $1.08 Million
Q2 2025 Aug 15, 2025	BUY	$11.8 - $17.5 $231,716 - $343,647	19,637 Added 13.95%	160,420 $2.16 Million
Q1 2025 May 14, 2025	SELL	$12.34 - $17.44 $392,399 - $554,574	-31,799 Reduced 18.43%	140,783 $1.84 Million
Q4 2024 Feb 10, 2025	BUY	$10.05 - $17.51 $1.51 Million - $2.62 Million	149,871 Added 659.9%	172,582 $2.82 Million

Q3 2024 Nov 12, 2024	BUY	$9.01 - $12.12 $441 - $593	49 Added 0.22%	22,711 $237,000
Q2 2024 Aug 13, 2024	SELL	$10.12 - $12.99 $537,361 - $689,756	-53,099 Reduced 70.09%	22,662 $243,000
Q1 2024 May 09, 2024	BUY	$11.96 - $15.66 $44,527 - $58,302	3,723 Added 5.17%	75,761 $928,000
Q4 2023 Feb 09, 2024	BUY	$9.98 - $15.49 $168,841 - $262,059	16,918 Added 30.69%	72,038 $1.07 Million
Q3 2023 Nov 03, 2023	BUY	$8.65 - $15.55 $2,482 - $4,462	287 Added 0.52%	55,120 $626,000
Q2 2023 Aug 10, 2023	BUY	$7.6 - $11.01 $2,394 - $3,468	315 Added 0.58%	54,833 $512,000
Q1 2023 May 15, 2023	BUY	$10.04 - $14.53 $10,040 - $14,530	1,000 Added 1.87%	54,518 $617,000
Q4 2022 Feb 15, 2023	BUY	$9.91 - $15.02 $530,363 - $803,840	53,518 New	53,518 $558,000

Others Institutions Holding UPWK

# of Institutions

327

Shares Held

125M

Call Options Held

1.85M

Put Options Held

1.01M

View Full List

About UPWORK, INC

Ticker UPWK
Exchange NASDAQ
Sector Industrials
Industry Staffing & Employment Services
Shares Outstandng 131,342,000
Market Cap $2.16B
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...

More about UPWK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.

Account

Ci Private Wealth, LLC Upwork, Inc Transaction History