FHC
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First Heartland Consultants’s Upland Software UPLD Stock Holding History

First Heartland Consultants’s Portfolio UPLD Stock Details UPLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$28.1K Buy
14,397
+1,157
+9% +$2.26K ﹤0.01% 503
2025
Q1 		$37.9K Buy
13,240
+1,973
+18% +$5.64K ﹤0.01% 439
2024
Q4 		$48.9K Sell
11,267
-819
-7% -$3.55K 0.01% 445
2024
Q3 		$30K Buy
+12,086
New +$30K ﹤0.01% 453