NewEdge Advisors’s Upland Software UPLD Stock Holding History

NewEdge Advisors’s Portfolio UPLD Stock Details UPLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$23.7K	Buy
2025 Q1	$34.1K	Buy
2024 Q4	$6.5K	Buy
2024 Q3	$3.26K	Sell
2024 Q2	$48.2K	Buy
2023 Q1	–	Sell
2022 Q4	$128	Buy