Algert Global’s Upland Software UPLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-22,860
| Closed | -$65K | – | 1357 |
|
|
2025
Q1 | $65K | Hold |
22,860
| – | – | ﹤0.01% | 1147 |
|
|
2024
Q4 | $99K | Buy |
+22,860
| New | +$99K | ﹤0.01% | 1121 |
|
|
2022
Q2 | – | Sell |
-31,152
| Closed | -$549K | – | 1393 |
|
|
2022
Q1 | $549K | Buy |
31,152
+20,132
| +183% | +$355K | 0.04% | 772 |
|
|
2021
Q4 | $198K | Buy |
+11,020
| New | +$198K | 0.02% | 862 |
|
|
2019
Q1 | – | Sell |
-12,240
| Closed | -$333K | – | 394 |
|
|
2018
Q4 | $333K | Buy |
+12,240
| New | +$333K | 0.09% | 268 |
|