Northwestern Mutual Wealth 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 | – | Sell |
-18
| Closed | -$51 | – | 4006 |
|
|
2025
Q1 | $51 | Buy |
+18
| New | +$51 | ﹤0.01% | 3576 |
|
|
2023
Q2 | – | Sell |
-100
| Closed | -$430 | – | 3621 |
|
|
2023
Q1 | $430 | Buy |
+100
| New | +$430 | ﹤0.01% | 3119 |
|
|
2021
Q1 | – | Sell |
-29
| Closed | -$1K | – | 2973 |
|
|
2020
Q4 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 2642 |
|
|
2019
Q2 | – | Sell |
-300
| Closed | -$13K | – | 2716 |
|
|
2019
Q1 | $13K | Buy |
+300
| New | +$13K | ﹤0.01% | 1875 |
|