HSBC Holdings’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 | $73.5K | Hold |
38,874
| – | – | ﹤0.01% | 2421 |
|
2025
Q1 | $115K | Hold |
38,874
| – | – | ﹤0.01% | 2324 |
|
2024
Q4 | $173K | Sell |
38,874
-2,416
| -6% | -$10.8K | ﹤0.01% | 2341 |
|
2024
Q3 | $103K | Buy |
41,290
+2,416
| +6% | +$6.04K | ﹤0.01% | 2409 |
|
2024
Q2 | $98K | Sell |
38,874
-2,494
| -6% | -$6.29K | ﹤0.01% | 2368 |
|
2024
Q1 | $128K | Hold |
41,368
| – | – | ﹤0.01% | 2382 |
|
2023
Q4 | $177K | Hold |
41,368
| – | – | ﹤0.01% | 2038 |
|
2023
Q3 | $192K | Buy |
41,368
+2,638
| +7% | +$12.2K | ﹤0.01% | 1935 |
|
2023
Q2 | $139K | Buy |
38,730
+6
| +0% | +$22 | ﹤0.01% | 1961 |
|
2023
Q1 | $166K | Hold |
38,724
| – | – | ﹤0.01% | 2001 |
|
2022
Q4 | $272K | Buy |
38,724
+12,968
| +50% | +$91K | ﹤0.01% | 2143 |
|
2022
Q3 | $214K | Buy |
+25,756
| New | +$214K | ﹤0.01% | 2163 |
|
2018
Q3 | – | Sell |
-37,290
| Closed | -$1.28M | – | 1996 |
|
2018
Q2 | $1.28M | Buy |
+37,290
| New | +$1.28M | ﹤0.01% | 1227 |
|