Ameriprise’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $903K | Buy |
135,564
+1,545
| +1% | +$16.2K | ﹤0.01% | 3341 |
|
|
2025
Q4 | $1.92M | Buy |
134,019
+1,949
| +1% | +$37.1K | ﹤0.01% | 3025 |
|
|
2025
Q3 | $3.13M | Buy |
132,070
+12,820
| +11% | +$292K | ﹤0.01% | 2745 |
|
|
2025
Q2 | $2.33M | Sell |
119,250
-11,814
| -9% | -$263K | ﹤0.01% | 2867 |
|
|
2025
Q1 | $3.75M | Buy |
131,064
+5,416
| +4% | +$206K | ﹤0.01% | 2518 |
|
|
2024
Q4 | $5.45M | Sell |
125,648
-10,254
| -8% | -$333K | ﹤0.01% | 2297 |
|
|
2024
Q3 | $3.38M | Buy |
135,902
+2,859
| +2% | +$65.9K | ﹤0.01% | 2623 |
|
|
2024
Q2 | $3.31M | Buy |
133,043
+1,946
| +1% | +$51.2K | ﹤0.01% | 2589 |
|
|
2024
Q1 | $4.05M | Buy |
131,097
+5,065
| +4% | +$184K | ﹤0.01% | 2491 |
|
|
2023
Q4 | $5.33M | Sell |
126,032
-16,334
| -11% | -$706K | ﹤0.01% | 2298 |
|
|
2023
Q3 | $6.58M | Sell |
142,366
-6,318
| -4% | -$230K | ﹤0.01% | 2069 |
|
|
2023
Q2 | $5.35M | Buy |
148,684
+60,726
| +69% | +$2.09M | ﹤0.01% | 2297 |
|
|
2023
Q1 | $3.78M | Buy |
87,958
+121
| +0.1% | +$8.38K | ﹤0.01% | 2503 |
|
|
2022
Q4 | $6.26M | Buy |
87,837
+15,627
| +22% | +$1.16M | ﹤0.01% | 2126 |
|
|
2022
Q3 | $5.87M | Buy |
72,210
+19,373
| +37% | +$2.14M | ﹤0.01% | 2098 |
|
|
2022
Q2 | $7.67M | Buy |
52,837
+206
| +0.4% | +$30.1K | ﹤0.01% | 1960 |
|
|
2022
Q1 | $9.27M | Buy |
52,631
+9,578
| +22% | +$1.76M | ﹤0.01% | 1970 |
|
|
2021
Q4 | $7.72M | Buy |
43,053
+28,796
| +202% | +$7.32M | ﹤0.01% | 2173 |
|
|
2021
Q3 | $4.77M | Sell |
14,257
-18
| -0.1% | -$6.75K | ﹤0.01% | 2423 |
|
|
2021
Q2 | $5.88M | Sell |
14,275
-692
| -5% | -$304K | ﹤0.01% | 2341 |
|
|
2021
Q1 | $7.06M | Buy |
14,967
+1,304
| +10% | +$629K | ﹤0.01% | 2155 |
|
|
2020
Q4 | $6.27M | Buy |
13,663
+1,333
| +11% | +$587K | ﹤0.01% | 2106 |
|
|
2020
Q3 | $4.65M | Buy |
12,330
+7,127
| +137% | +$2.57M | ﹤0.01% | 2135 |
|
|
2020
Q2 | $1.81M | Buy |
5,203
+3,915
| +304% | +$1.22M | ﹤0.01% | 2661 |
|
|
2020
Q1 | $346K | Buy |
+1,288
| New | +$466K | ﹤0.01% | 3257 |
|
|
2019
Q1 | – | Sell |
-11
| Closed | -$3K | – | 3768 |
|
|
2018
Q4 | $3K | Hold |
11
| – | – | ﹤0.01% | 3621 |
|
|
2018
Q3 | $4K | Buy |
+11
| New | +$3.81K | ﹤0.01% | 3708 |
|
|
2018
Q2 | – | Sell |
-4,281
| Closed | -$1.23M | – | 3700 |
|
|
2018
Q1 | $1.23M | Buy |
+4,281
| New | +$1.05M | ﹤0.01% | 2883 |
|
Other funds holding UPLD
VCM
RHJA
CM
RC
VPM