Pathstone Holdings’s Upland Software UPLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$45.6K Hold
2025
Q1
$66.9K Hold
2024
Q4
$89.8K Hold
2024
Q3
$58.2K Sell
2024
Q2
$60.1K Buy
2024
Q1
$72.5K Sell
2023
Q4
$103K Buy