Ameriprise’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Sell |
1,192,496
-118,143
| -9% | -$230K | ﹤0.01% | 2851 |
|
|
2025
Q1 | $3.75M | Buy |
1,310,639
+54,160
| +4% | +$155K | ﹤0.01% | 2508 |
|
|
2024
Q4 | $5.45M | Sell |
1,256,479
-102,542
| -8% | -$445K | ﹤0.01% | 2292 |
|
|
2024
Q3 | $3.38M | Buy |
1,359,021
+28,592
| +2% | +$71.2K | ﹤0.01% | 2620 |
|
|
2024
Q2 | $3.31M | Buy |
1,330,429
+19,456
| +1% | +$48.4K | ﹤0.01% | 2589 |
|
|
2024
Q1 | $4.05M | Buy |
1,310,973
+50,653
| +4% | +$157K | ﹤0.01% | 2491 |
|
|
2023
Q4 | $5.33M | Sell |
1,260,320
-163,339
| -11% | -$691K | ﹤0.01% | 2298 |
|
|
2023
Q3 | $6.58M | Sell |
1,423,659
-63,180
| -4% | -$292K | ﹤0.01% | 2069 |
|
|
2023
Q2 | $5.35M | Buy |
1,486,839
+607,256
| +69% | +$2.19M | ﹤0.01% | 2297 |
|
|
2023
Q1 | $3.78M | Buy |
879,583
+1,216
| +0.1% | +$5.23K | ﹤0.01% | 2502 |
|
|
2022
Q4 | $6.26M | Buy |
878,367
+156,265
| +22% | +$1.11M | ﹤0.01% | 2126 |
|
|
2022
Q3 | $5.87M | Buy |
722,102
+193,736
| +37% | +$1.57M | ﹤0.01% | 2097 |
|
|
2022
Q2 | $7.67M | Buy |
528,366
+2,059
| +0.4% | +$29.9K | ﹤0.01% | 1959 |
|
|
2022
Q1 | $9.27M | Buy |
526,307
+95,780
| +22% | +$1.69M | ﹤0.01% | 1970 |
|
|
2021
Q4 | $7.72M | Buy |
430,527
+287,957
| +202% | +$5.17M | ﹤0.01% | 2172 |
|
|
2021
Q3 | $4.77M | Sell |
142,570
-180
| -0.1% | -$6.02K | ﹤0.01% | 2422 |
|
|
2021
Q2 | $5.88M | Sell |
142,750
-6,922
| -5% | -$285K | ﹤0.01% | 2340 |
|
|
2021
Q1 | $7.06M | Buy |
149,672
+13,038
| +10% | +$615K | ﹤0.01% | 2154 |
|
|
2020
Q4 | $6.27M | Buy |
136,634
+13,337
| +11% | +$612K | ﹤0.01% | 2105 |
|
|
2020
Q3 | $4.65M | Buy |
123,297
+71,271
| +137% | +$2.69M | ﹤0.01% | 2135 |
|
|
2020
Q2 | $1.81M | Buy |
52,026
+39,150
| +304% | +$1.36M | ﹤0.01% | 2661 |
|
|
2020
Q1 | $346K | Buy |
+12,876
| New | +$346K | ﹤0.01% | 3257 |
|
|
2019
Q1 | – | Sell |
-111
| Closed | -$3K | – | 3743 |
|
|
2018
Q4 | $3K | Hold |
111
| – | – | ﹤0.01% | 3611 |
|
|
2018
Q3 | $4K | Buy |
+111
| New | +$4K | ﹤0.01% | 3702 |
|
|
2018
Q2 | – | Sell |
-42,805
| Closed | -$1.23M | – | 3687 |
|
|
2018
Q1 | $1.23M | Buy |
+42,805
| New | +$1.23M | ﹤0.01% | 2877 |
|