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