Fidelity Investments’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 | $170K | Buy |
87,331
+3,305
| +4% | +$6.45K | ﹤0.01% | 3373 |
|
|
2025
Q1 | $240K | Sell |
84,026
-3,238
| -4% | -$9.26K | ﹤0.01% | 3174 |
|
|
2024
Q4 | $379K | Buy |
87,264
+8,638
| +11% | +$37.5K | ﹤0.01% | 3023 |
|
|
2024
Q3 | $196K | Buy |
78,626
+18,134
| +30% | +$45.2K | ﹤0.01% | 3199 |
|
|
2024
Q2 | $151K | Buy |
60,492
+3,410
| +6% | +$8.49K | ﹤0.01% | 3138 |
|
|
2024
Q1 | $176K | Sell |
57,082
-6,533
| -10% | -$20.2K | ﹤0.01% | 3072 |
|
|
2023
Q4 | $269K | Buy |
63,615
+3,345
| +6% | +$14.1K | ﹤0.01% | 2860 |
|
|
2023
Q3 | $278K | Buy |
60,270
+2,187
| +4% | +$10.1K | ﹤0.01% | 2780 |
|
|
2023
Q2 | $209K | Buy |
58,083
+933
| +2% | +$3.36K | ﹤0.01% | 2937 |
|
|
2023
Q1 | $246K | Buy |
57,150
+751
| +1% | +$3.23K | ﹤0.01% | 2907 |
|
|
2022
Q4 | $402K | Sell |
56,399
-1,191
| -2% | -$8.49K | ﹤0.01% | 2789 |
|
|
2022
Q3 | $468K | Sell |
57,590
-356
| -0.6% | -$2.89K | ﹤0.01% | 2795 |
|
|
2022
Q2 | $841K | Sell |
57,946
-6,829
| -11% | -$99.1K | ﹤0.01% | 2722 |
|
|
2022
Q1 | $1.14M | Buy |
+64,775
| New | +$1.14M | ﹤0.01% | 2756 |
|
|
2021
Q3 | – | Sell |
-50
| Closed | -$2K | – | 5055 |
|
|
2021
Q2 | $2K | Sell |
50
-3
| -6% | -$120 | ﹤0.01% | 3965 |
|
|
2021
Q1 | $3K | Hold |
53
| – | – | ﹤0.01% | 3671 |
|
|
2020
Q4 | $2K | Buy |
+53
| New | +$2K | ﹤0.01% | 3621 |
|
|
2019
Q4 | – | Sell |
-79
| Closed | -$3K | – | 4282 |
|
|
2019
Q3 | $3K | Buy |
79
+33
| +72% | +$1.25K | ﹤0.01% | 3513 |
|
|
2019
Q2 | $2K | Buy |
+46
| New | +$2K | ﹤0.01% | 3554 |
|