MAI Capital Management’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	$402	Sell	206 -30	-13%	-$59	﹤0.01%	3613
2025 Q1	$675	Hold	236	–	–	﹤0.01%	3025
2024 Q4	$1.03K	Buy	+236	New	+$1.03K	﹤0.01%	3017
2021 Q2	–	Sell	-4,260	Closed	-$201K	–	772
2021 Q1	$201K	Buy	+4,260	New	+$201K	﹤0.01%	648