Morgan Stanley’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 | $14.1K | Sell |
7,244
-34,688
| -83% | -$67.6K | ﹤0.01% | 6765 |
|
|
2025
Q1 | $120K | Sell |
41,932
-1,470
| -3% | -$4.2K | ﹤0.01% | 5934 |
|
|
2024
Q4 | $188K | Buy |
43,402
+32,448
| +296% | +$141K | ﹤0.01% | 5805 |
|
|
2024
Q3 | $27.3K | Sell |
10,954
-5,241
| -32% | -$13.1K | ﹤0.01% | 6402 |
|
|
2024
Q2 | $40.3K | Sell |
16,195
-5,541
| -25% | -$13.8K | ﹤0.01% | 6237 |
|
|
2024
Q1 | $67.2K | Sell |
21,736
-110,736
| -84% | -$342K | ﹤0.01% | 6123 |
|
|
2023
Q4 | $560K | Buy |
132,472
+104,475
| +373% | +$442K | ﹤0.01% | 5572 |
|
|
2023
Q3 | $129K | Sell |
27,997
-30,895
| -52% | -$143K | ﹤0.01% | 5760 |
|
|
2023
Q2 | $212K | Sell |
58,892
-25,132
| -30% | -$90.5K | ﹤0.01% | 5624 |
|
|
2023
Q1 | $361K | Sell |
84,024
-155,208
| -65% | -$667K | ﹤0.01% | 5438 |
|
|
2022
Q4 | $1.71M | Buy |
239,232
+1,172
| +0.5% | +$8.36K | ﹤0.01% | 4556 |
|
|
2022
Q3 | $1.94M | Buy |
238,060
+77,175
| +48% | +$627K | ﹤0.01% | 4452 |
|
|
2022
Q2 | $2.34M | Buy |
160,885
+99,152
| +161% | +$1.44M | ﹤0.01% | 4408 |
|
|
2022
Q1 | $1.09M | Sell |
61,733
-96,319
| -61% | -$1.7M | ﹤0.01% | 4932 |
|
|
2021
Q4 | $2.83M | Buy |
158,052
+115,175
| +269% | +$2.07M | ﹤0.01% | 4285 |
|
|
2021
Q3 | $1.43M | Sell |
42,877
-82,818
| -66% | -$2.77M | ﹤0.01% | 4818 |
|
|
2021
Q2 | $5.17M | Buy |
125,695
+101,441
| +418% | +$4.18M | ﹤0.01% | 3747 |
|
|
2021
Q1 | $1.14M | Sell |
24,254
-8,513
| -26% | -$402K | ﹤0.01% | 4630 |
|
|
2020
Q4 | $1.5M | Buy |
32,767
+17,846
| +120% | +$819K | ﹤0.01% | 4394 |
|
|
2020
Q3 | $563K | Sell |
14,921
-22,088
| -60% | -$833K | ﹤0.01% | 4575 |
|
|
2020
Q2 | $1.29M | Buy |
37,009
+13,155
| +55% | +$457K | ﹤0.01% | 3976 |
|
|
2020
Q1 | $640K | Sell |
23,854
-19,433
| -45% | -$521K | ﹤0.01% | 4239 |
|
|
2019
Q4 | $1.55M | Buy |
43,287
+17,625
| +69% | +$629K | ﹤0.01% | 4232 |
|
|
2019
Q3 | $895K | Sell |
25,662
-380,106
| -94% | -$13.3M | ﹤0.01% | 4360 |
|
|
2019
Q2 | $18.5M | Buy |
405,768
+59,039
| +17% | +$2.69M | ﹤0.01% | 1553 |
|
|
2019
Q1 | $14.7M | Sell |
346,729
-35,091
| -9% | -$1.49M | ﹤0.01% | 1689 |
|
|
2018
Q4 | $10.4M | Buy |
381,820
+292,241
| +326% | +$7.94M | ﹤0.01% | 2086 |
|
|
2018
Q3 | $2.89M | Sell |
89,579
-63,831
| -42% | -$2.06M | ﹤0.01% | 3696 |
|
|
2018
Q2 | $5.27M | Buy |
153,410
+62,564
| +69% | +$2.15M | ﹤0.01% | 3082 |
|
|
2018
Q1 | $2.62M | Sell |
90,846
-24,922
| -22% | -$717K | ﹤0.01% | 3716 |
|
|
2017
Q4 | $2.51M | Sell |
115,768
-33,544
| -22% | -$726K | ﹤0.01% | 3832 |
|
|
2017
Q3 | $3.16M | Buy |
149,312
+130,111
| +678% | +$2.75M | ﹤0.01% | 3435 |
|
|
2017
Q2 | $422K | Sell |
19,201
-20,859
| -52% | -$458K | ﹤0.01% | 4917 |
|
|
2017
Q1 | $637K | Sell |
40,060
-1,942
| -5% | -$30.9K | ﹤0.01% | 4686 |
|
|
2016
Q4 | $376K | Buy |
42,002
+5,001
| +14% | +$44.8K | ﹤0.01% | 5082 |
|
|
2016
Q3 | $326K | Sell |
37,001
-32,215
| -47% | -$284K | ﹤0.01% | 4765 |
|
|
2016
Q2 | $528K | Sell |
69,216
-9,174
| -12% | -$70K | ﹤0.01% | 4397 |
|
|
2016
Q1 | $539K | Sell |
78,390
-4
| -0% | -$28 | ﹤0.01% | 4391 |
|
|
2015
Q4 | $553K | Sell |
78,394
-13,847
| -15% | -$97.7K | ﹤0.01% | 4479 |
|
|
2015
Q3 | $729K | Buy |
92,241
+34,679
| +60% | +$274K | ﹤0.01% | 4356 |
|
|
2015
Q2 | $531K | Buy |
57,562
+56,362
| +4,697% | +$520K | ﹤0.01% | 4681 |
|
|
2015
Q1 | $8K | Sell |
1,200
-24
| -2% | -$160 | ﹤0.01% | 6270 |
|
|
2014
Q4 | $11K | Buy |
+1,224
| New | +$11K | ﹤0.01% | 6195 |
|