Invesco’s Upland Software UPLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93.5K | Sell |
47,966
-27,400
| -36% | -$53.4K | ﹤0.01% | 3660 |
|
|
2025
Q1 | $216K | Sell |
75,366
-23,698
| -24% | -$67.8K | ﹤0.01% | 3474 |
|
|
2024
Q4 | $430K | Sell |
99,064
-638
| -0.6% | -$2.77K | ﹤0.01% | 3283 |
|
|
2024
Q3 | $248K | Buy |
99,702
+432
| +0.4% | +$1.08K | ﹤0.01% | 3456 |
|
|
2024
Q2 | $247K | Sell |
99,270
-12,874
| -11% | -$32.1K | ﹤0.01% | 3537 |
|
|
2024
Q1 | $347K | Buy |
112,144
+49,180
| +78% | +$152K | ﹤0.01% | 3467 |
|
|
2023
Q4 | $266K | Buy |
62,964
+7,163
| +13% | +$30.3K | ﹤0.01% | 3463 |
|
|
2023
Q3 | $258K | Buy |
55,801
+432
| +0.8% | +$2K | ﹤0.01% | 3493 |
|
|
2023
Q2 | $199K | Sell |
55,369
-8,322
| -13% | -$30K | ﹤0.01% | 3598 |
|
|
2023
Q1 | $274K | Buy |
63,691
+11,986
| +23% | +$51.5K | ﹤0.01% | 3512 |
|
|
2022
Q4 | $369K | Buy |
51,705
+11,272
| +28% | +$80.4K | ﹤0.01% | 3402 |
|
|
2022
Q3 | $329K | Sell |
40,433
-1,552
| -4% | -$12.6K | ﹤0.01% | 3451 |
|
|
2022
Q2 | $609K | Buy |
41,985
+4,747
| +13% | +$68.9K | ﹤0.01% | 3217 |
|
|
2022
Q1 | $656K | Buy |
37,238
+18,647
| +100% | +$328K | ﹤0.01% | 3236 |
|
|
2021
Q4 | $333K | Sell |
18,591
-578
| -3% | -$10.4K | ﹤0.01% | 3534 |
|
|
2021
Q3 | $640K | Buy |
19,169
+2,716
| +17% | +$90.7K | ﹤0.01% | 3285 |
|
|
2021
Q2 | $677K | Buy |
16,453
+2,248
| +16% | +$92.5K | ﹤0.01% | 3262 |
|
|
2021
Q1 | $670K | Buy |
14,205
+5,342
| +60% | +$252K | ﹤0.01% | 3198 |
|
|
2020
Q4 | $407K | Sell |
8,863
-29,439
| -77% | -$1.35M | ﹤0.01% | 3272 |
|
|
2020
Q3 | $1.44M | Buy |
+38,302
| New | +$1.44M | ﹤0.01% | 2624 |
|
|
2019
Q3 | – | Sell |
-155,283
| Closed | -$7.07M | – | 3671 |
|
|
2019
Q2 | $7.07M | Buy |
155,283
+57,109
| +58% | +$2.6M | ﹤0.01% | 1971 |
|
|
2019
Q1 | $4.16M | Buy |
98,174
+43,237
| +79% | +$1.83M | ﹤0.01% | 2127 |
|
|
2018
Q4 | $1.49M | Sell |
54,937
-83,599
| -60% | -$2.27M | ﹤0.01% | 2727 |
|
|
2018
Q3 | $4.48M | Buy |
138,536
+6,683
| +5% | +$216K | ﹤0.01% | 2208 |
|
|
2018
Q2 | $4.53M | Buy |
131,853
+122,061
| +1,247% | +$4.2M | ﹤0.01% | 2199 |
|
|
2018
Q1 | $282K | Sell |
9,792
-57,567
| -85% | -$1.66M | ﹤0.01% | 3509 |
|
|
2017
Q4 | $1.46M | Buy |
67,359
+44,382
| +193% | +$961K | ﹤0.01% | 2796 |
|
|
2017
Q3 | $485K | Buy |
+22,977
| New | +$485K | ﹤0.01% | 3318 |
|