NewEdge Advisors’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 | $23.7K | Buy |
12,162
+222
| +2% | +$433 | ﹤0.01% | 2891 |
|
|
2025
Q1 | $34.1K | Buy |
11,940
+10,442
| +697% | +$29.9K | ﹤0.01% | 2677 |
|
|
2024
Q4 | $6.5K | Buy |
1,498
+190
| +15% | +$824 | ﹤0.01% | 3160 |
|
|
2024
Q3 | $3.26K | Sell |
1,308
-18,049
| -93% | -$44.9K | ﹤0.01% | 3292 |
|
|
2024
Q2 | $48.2K | Buy |
+19,357
| New | +$48.2K | ﹤0.01% | 2362 |
|
|
2023
Q1 | – | Sell |
-18
| Closed | -$128 | – | 4143 |
|
|
2022
Q4 | $128 | Buy |
+18
| New | +$128 | ﹤0.01% | 3343 |
|