Pathstone Holdings’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 | $45.6K | Hold |
23,378
| – | – | ﹤0.01% | 2136 |
|
|
2025
Q1 | $66.9K | Hold |
23,378
| – | – | ﹤0.01% | 2160 |
|
|
2024
Q4 | $89.8K | Hold |
23,378
| – | – | ﹤0.01% | 2240 |
|
|
2024
Q3 | $58.2K | Sell |
23,378
-767
| -3% | -$1.91K | ﹤0.01% | 2265 |
|
|
2024
Q2 | $60.1K | Buy |
24,145
+676
| +3% | +$1.68K | ﹤0.01% | 2249 |
|
|
2024
Q1 | $72.5K | Sell |
23,469
-938
| -4% | -$2.9K | ﹤0.01% | 2228 |
|
|
2023
Q4 | $103K | Buy |
+24,407
| New | +$103K | ﹤0.01% | 2143 |
|