Anchor Investment Management’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 | $33 | Hold |
17
| – | – | ﹤0.01% | 1042 |
|
|
2025
Q1 | $49 | Hold |
17
| – | – | ﹤0.01% | 1035 |
|
|
2024
Q4 | $74 | Hold |
17
| – | – | ﹤0.01% | 1016 |
|
|
2024
Q3 | $42 | Hold |
17
| – | – | ﹤0.01% | 1042 |
|
|
2024
Q2 | $42 | Hold |
17
| – | – | ﹤0.01% | 992 |
|
|
2024
Q1 | $53 | Hold |
17
| – | – | ﹤0.01% | 1027 |
|
|
2023
Q4 | $72 | Hold |
17
| – | – | ﹤0.01% | 950 |
|
|
2023
Q3 | $79 | Hold |
17
| – | – | ﹤0.01% | 968 |
|
|
2023
Q2 | $61 | Hold |
17
| – | – | ﹤0.01% | 957 |
|
|
2023
Q1 | $73 | Hold |
17
| – | – | ﹤0.01% | 975 |
|
|
2022
Q4 | $121 | Hold |
17
| – | – | ﹤0.01% | 943 |
|
|
2022
Q3 | $138 | Hold |
17
| – | – | ﹤0.01% | 968 |
|
|
2022
Q2 | $247 | Hold |
17
| – | – | ﹤0.01% | 957 |
|
|
2022
Q1 | $299 | Hold |
17
| – | – | ﹤0.01% | 977 |
|
|
2021
Q4 | $305 | Hold |
17
| – | – | ﹤0.01% | 992 |
|
|
2021
Q3 | $568 | Hold |
17
| – | – | ﹤0.01% | 919 |
|
|
2021
Q2 | $700 | Hold |
17
| – | – | ﹤0.01% | 928 |
|
|
2021
Q1 | $802 | Buy |
+17
| New | +$802 | ﹤0.01% | 926 |
|