Wells Fargo’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-223
| Closed | -$689 | – | 6994 |
|
|
2024
Q1 | $689 | Buy |
223
+3
| +1% | +$9 | ﹤0.01% | 5836 |
|
|
2023
Q4 | $931 | Sell |
220
-1,483
| -87% | -$6.28K | ﹤0.01% | 5796 |
|
|
2023
Q3 | $7.87K | Sell |
1,703
-848
| -33% | -$3.92K | ﹤0.01% | 5478 |
|
|
2023
Q2 | $9.18K | Sell |
2,551
-3,541
| -58% | -$12.7K | ﹤0.01% | 5620 |
|
|
2023
Q1 | $26.2K | Buy |
6,092
+5,566
| +1,058% | +$23.9K | ﹤0.01% | 5214 |
|
|
2022
Q4 | $3.75K | Sell |
526
-628
| -54% | -$4.48K | ﹤0.01% | 5519 |
|
|
2022
Q3 | $9K | Sell |
1,154
-102
| -8% | -$795 | ﹤0.01% | 5410 |
|
|
2022
Q2 | $18K | Sell |
1,256
-18,722
| -94% | -$268K | ﹤0.01% | 5223 |
|
|
2022
Q1 | $352K | Sell |
19,978
-9,451
| -32% | -$167K | ﹤0.01% | 4369 |
|
|
2021
Q4 | $529K | Sell |
29,429
-28,320
| -49% | -$509K | ﹤0.01% | 4325 |
|
|
2021
Q3 | $1.93M | Buy |
57,749
+4,426
| +8% | +$148K | ﹤0.01% | 3512 |
|
|
2021
Q2 | $2.2M | Buy |
53,323
+7,863
| +17% | +$324K | ﹤0.01% | 3433 |
|
|
2021
Q1 | $2.15M | Sell |
45,460
-19,643
| -30% | -$927K | ﹤0.01% | 3425 |
|
|
2020
Q4 | $2.99M | Sell |
65,103
-24,917
| -28% | -$1.14M | ﹤0.01% | 3158 |
|
|
2020
Q3 | $3.39M | Sell |
90,020
-32,401
| -26% | -$1.22M | ﹤0.01% | 2825 |
|
|
2020
Q2 | $4.26M | Buy |
122,421
+2,902
| +2% | +$101K | ﹤0.01% | 2583 |
|
|
2020
Q1 | $3.21M | Buy |
119,519
+15,486
| +15% | +$415K | ﹤0.01% | 2565 |
|
|
2019
Q4 | $3.72M | Buy |
104,033
+284
| +0.3% | +$10.1K | ﹤0.01% | 2809 |
|
|
2019
Q3 | $3.62M | Sell |
103,749
-14,295
| -12% | -$498K | ﹤0.01% | 2807 |
|
|
2019
Q2 | $5.37M | Buy |
118,044
+27,820
| +31% | +$1.27M | ﹤0.01% | 2503 |
|
|
2019
Q1 | $3.82M | Sell |
90,224
-1,888
| -2% | -$80K | ﹤0.01% | 2786 |
|
|
2018
Q4 | $2.5M | Buy |
92,112
+3,538
| +4% | +$96.2K | ﹤0.01% | 3041 |
|
|
2018
Q3 | $2.86M | Sell |
88,574
-59,663
| -40% | -$1.93M | ﹤0.01% | 3067 |
|
|
2018
Q2 | $5.1M | Buy |
148,237
+41,133
| +38% | +$1.41M | ﹤0.01% | 2642 |
|
|
2018
Q1 | $3.08M | Buy |
107,104
+53,224
| +99% | +$1.53M | ﹤0.01% | 2988 |
|
|
2017
Q4 | $1.17M | Sell |
53,880
-9,768
| -15% | -$212K | ﹤0.01% | 3764 |
|
|
2017
Q3 | $1.35M | Buy |
63,648
+61,648
| +3,082% | +$1.3M | ﹤0.01% | 3572 |
|
|
2017
Q2 | $44K | Hold |
2,000
| – | – | ﹤0.01% | 5150 |
|
|
2017
Q1 | $32K | Buy |
2,000
+1,000
| +100% | +$16K | ﹤0.01% | 5264 |
|
|
2016
Q4 | $9K | Buy |
+1,000
| New | +$9K | ﹤0.01% | 5487 |
|