William Blair & Company’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-10,643
| Closed | -$191K | – | 2012 |
|
|
2021
Q4 | $191K | Buy |
10,643
+1,173
| +12% | +$21.1K | ﹤0.01% | 1589 |
|
|
2021
Q3 | $317K | Buy |
9,470
+995
| +12% | +$33.3K | ﹤0.01% | 1325 |
|
|
2021
Q2 | $349K | Sell |
8,475
-4,726
| -36% | -$195K | ﹤0.01% | 1291 |
|
|
2021
Q1 | $623K | Buy |
13,201
+4,942
| +60% | +$233K | ﹤0.01% | 1054 |
|
|
2020
Q4 | $379K | Hold |
8,259
| – | – | ﹤0.01% | 1168 |
|
|
2020
Q3 | $311K | Sell |
8,259
-2,702
| -25% | -$102K | ﹤0.01% | 1133 |
|
|
2020
Q2 | $381K | Sell |
10,961
-8,432
| -43% | -$293K | ﹤0.01% | 1009 |
|
|
2020
Q1 | $520K | Buy |
19,393
+4,301
| +28% | +$115K | ﹤0.01% | 857 |
|
|
2019
Q4 | $539K | Buy |
+15,092
| New | +$539K | ﹤0.01% | 960 |
|
|
2018
Q3 | – | Sell |
-14,954
| Closed | -$514K | – | 1655 |
|
|
2018
Q2 | $514K | Sell |
14,954
-178
| -1% | -$6.12K | ﹤0.01% | 941 |
|
|
2018
Q1 | $436K | Buy |
+15,132
| New | +$436K | ﹤0.01% | 964 |
|
|
2016
Q4 | – | Sell |
-10,500
| Closed | -$93K | – | 1369 |
|
|
2016
Q3 | $93K | Sell |
10,500
-1,000
| -9% | -$8.86K | ﹤0.01% | 1209 |
|
|
2016
Q2 | $88K | Hold |
11,500
| – | – | ﹤0.01% | 1181 |
|
|
2016
Q1 | $79K | Hold |
11,500
| – | – | ﹤0.01% | 1130 |
|
|
2015
Q4 | $81K | Sell |
11,500
-1,625
| -12% | -$11.4K | ﹤0.01% | 1149 |
|
|
2015
Q3 | $103K | Buy |
13,125
+2,500
| +24% | +$19.6K | ﹤0.01% | 1336 |
|
|
2015
Q2 | $97K | Sell |
10,625
-16,275
| -61% | -$149K | ﹤0.01% | 2104 |
|
|
2015
Q1 | $188K | Sell |
26,900
-21,300
| -44% | -$149K | ﹤0.01% | 2021 |
|
|
2014
Q4 | $461K | Buy |
+48,200
| New | +$461K | ﹤0.01% | 1704 |
|