Vontobel Holding’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,000
| Closed | -$73.8K | – | 1161 |
|
|
2024
Q4 | $73.8K | Hold |
17,000
| – | – | ﹤0.01% | 1054 |
|
|
2024
Q3 | $42.3K | Hold |
17,000
| – | – | ﹤0.01% | 1065 |
|
|
2024
Q2 | $42.3K | Hold |
17,000
| – | – | ﹤0.01% | 1051 |
|
|
2024
Q1 | $52.5K | Hold |
17,000
| – | – | ﹤0.01% | 1052 |
|
|
2023
Q4 | $71.9K | Hold |
17,000
| – | – | ﹤0.01% | 1057 |
|
|
2023
Q3 | $78.5K | Hold |
17,000
| – | – | ﹤0.01% | 1029 |
|
|
2023
Q2 | $61.2K | Hold |
17,000
| – | – | ﹤0.01% | 1069 |
|
|
2023
Q1 | $73.1K | Buy |
+17,000
| New | +$73.1K | ﹤0.01% | 1036 |
|