Savant Capital’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	$26.3K	Hold	13,500	–	–	﹤0.01%	1823
2025 Q1	$38.6K	Hold	13,500	–	–	﹤0.01%	1551
2024 Q4	$58.6K	Hold	13,500	–	–	﹤0.01%	1402
2024 Q3	$33.6K	Hold	13,500	–	–	﹤0.01%	1373
2024 Q2	$33.6K	Buy	+13,500	New	+$33.6K	﹤0.01%	1244