First Heartland Consultants’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
Q2 | – | Sell |
-2,000
| Closed | -$13.3K | – | 608 |
|
|
2026
Q1 | $13.3K | Buy |
2,000
+217
| +12% | +$2.28K | ﹤0.01% | 522 |
|
|
2025
Q4 | $25.5K | Buy |
1,783
+271
| +18% | +$5.16K | ﹤0.01% | 532 |
|
|
2025
Q3 | $35.8K | Buy |
1,512
+72
| +5% | +$1.64K | ﹤0.01% | 522 |
|
|
2025
Q2 | $28.1K | Buy |
1,440
+116
| +9% | +$2.58K | ﹤0.01% | 503 |
|
|
2025
Q1 | $37.9K | Buy |
1,324
+197
| +17% | +$7.48K | ﹤0.01% | 439 |
|
|
2024
Q4 | $48.9K | Sell |
1,127
-82
| -7% | -$2.66K | 0.01% | 445 |
|
|
2024
Q3 | $30K | Buy |
+1,209
| New | +$27.9K | ﹤0.01% | 453 |
|