Charles Schwab’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.4K | Hold |
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|
2025
Q1 | $65.1K | Sell |
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|
2024
Q4 | $99K | Buy |
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|
2024
Q3 | $56.7K | Hold |
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|
2024
Q2 | $56.7K | Hold |
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|
2024
Q1 | $70.4K | Hold |
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|
2023
Q4 | $96.3K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $569K | Sell |
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|
2023
Q1 | $873K | Sell |
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|
2022
Q4 | $1.55M | Buy |
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|
2022
Q3 | $1.74M | Buy |
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|
2022
Q2 | $2.79M | Sell |
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|
2022
Q1 | $3.49M | Buy |
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|
2021
Q4 | $3.46M | Buy |
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|
2021
Q3 | $6.25M | Buy |
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|
2021
Q2 | $7.58M | Buy |
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|
2021
Q1 | $8.38M | Buy |
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|
2020
Q4 | $7.79M | Buy |
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|
2020
Q3 | $6.24M | Buy |
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|
2020
Q2 | $4.93M | Buy |
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|
2020
Q1 | $3.61M | Buy |
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|
2019
Q4 | $4.72M | Buy |
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|
2019
Q3 | $4.53M | Buy |
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|
2019
Q2 | $5.72M | Buy |
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|
2019
Q1 | $3.78M | Buy |
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|
2018
Q4 | $2.31M | Sell |
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|
2018
Q3 | $2.76M | Buy |
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|
2018
Q2 | $1.17M | Buy |
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|
2018
Q1 | $458K | Buy |
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|
2017
Q4 | $254K | Hold |
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|
2017
Q3 | $248K | Hold |
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|
2017
Q2 | $258K | Buy |
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