Avalon Investment & Advisory Upland Software, Inc. Transaction History

Avalon Investment & Advisory

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 29, 2021	SELL	$38.95 - $51.09 $2.9 Million - $3.81 Million	-74,574 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$44.42 - $51.89 $128,995 - $150,688	2,904 Added 4.05%	74,574 $3.52 Million
Q4 2020 Feb 08, 2021	SELL	$39.26 - $49.6 $73,416 - $92,752	-1,870 Reduced 2.54%	71,670 $3.29 Million
Q3 2020 Nov 04, 2020	SELL	$31.45 - $41.08 $313,462 - $409,444	-9,967 Reduced 11.94%	73,540 $2.77 Million
Q2 2020 Aug 07, 2020	SELL	$24.65 - $37.36 $597,195 - $905,120	-24,227 Reduced 22.49%	83,507 $2.9 Million
Q1 2020 May 05, 2020	SELL	$22.38 - $44.6 $158,786 - $316,437	-7,095 Reduced 6.18%	107,734 $2.89 Million
Q4 2019 Feb 14, 2020	BUY	$34.8 - $40.85 $23,002 - $27,001	661 Added 0.58%	114,829 $4.1 Million
Q3 2019 Nov 14, 2019	SELL	$33.68 - $47.74 $47,185 - $66,883	-1,401 Reduced 1.21%	114,168 $3.98 Million
Q2 2019 Aug 14, 2019	BUY	$40.03 - $52.77 $42,031 - $55,408	1,050 Added 0.92%	115,569 $5.26 Million
Q1 2019 Apr 24, 2019	BUY	$26.6 - $43.55 $88,604 - $145,065	3,331 Added 3.0%	114,519 $4.85 Million
Q4 2018 Feb 14, 2019	SELL	$25.54 - $36.67 $73,682 - $105,792	-2,885 Reduced 2.53%	111,188 $3.02 Million
Q3 2018 Nov 14, 2018	BUY	$30.9 - $37.94 $296,763 - $364,375	9,604 Added 9.19%	114,073 $3.69 Million
Q2 2018 Aug 14, 2018	BUY	$27.16 - $36.47 $1.78 Million - $2.4 Million	65,690 Added 169.4%	104,469 $3.59 Million
Q1 2018 Jun 26, 2018	SELL	$21.49 - $30.09 $107 - $150	-5 Reduced 0.01%	38,779 $1.12 Million
Q1 2018 May 15, 2018	BUY	$21.49 - $30.09 $833,468 - $1.17 Million	38,784 New	38,784 $1.12 Million

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Ticker UPLD
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 31,778,000
Market Cap $74.7M
Description
Upland Software, Inc. provides cloud-based enterprise work management software in the United States, the United Kingdom, Canada, and internationally. It offers a family of software applications under the Upland brand in the areas of marketing, sales, contact center, project management, information technology, business operations, and human resou...

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