A detailed history of Burkett Financial Services, LLC transactions in Upland Software, Inc. stock. As of the latest transaction made, Burkett Financial Services, LLC holds 150 shares of UPLD stock, worth $683. This represents 0.0% of its overall portfolio holdings.

Number of Shares
150
Previous 50 200.0%
Holding current value
$683
Previous $125,000 199.2%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$1.89 - $2.66 $189 - $266
100 Added 200.0%
150 $374,000
Q1 2024

Apr 01, 2024

SELL
$2.36 - $4.89 $118 - $244
-50 Reduced 50.0%
50 $155,000
Q4 2023

Feb 12, 2024

BUY
$3.32 - $4.98 $332 - $498
100 New
100 $423,000

Others Institutions Holding UPLD

About Upland Software, Inc.


  • Ticker UPLD
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 31,778,000
  • Market Cap $145M
  • 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...
More about UPLD
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