Alan B. Lancz & Associates’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $793K | Hold |
8,500
| – | – | 0.79% | 32 |
|
|
2025
Q1 | $619K | Hold |
8,500
| – | – | 0.66% | 36 |
|
|
2024
Q4 | $513K | Sell |
8,500
-600
| -7% | -$36.2K | 0.52% | 48 |
|
|
2024
Q3 | $684K | Buy |
9,100
+200
| +2% | +$15K | 0.63% | 37 |
|
|
2024
Q2 | $647K | Buy |
+8,900
| New | +$647K | 0.64% | 36 |
|
|
2023
Q4 | $548K | Sell |
8,900
-700
| -7% | -$43.1K | 0.58% | 41 |
|
|
2023
Q3 | $442K | Sell |
9,600
-700
| -7% | -$32.2K | 0.5% | 54 |
|
|
2023
Q2 | $445K | Hold |
10,300
| – | – | 0.48% | 64 |
|
|
2023
Q1 | $327K | Hold |
10,300
| – | – | 0.34% | 90 |
|
|
2022
Q4 | $303K | Hold |
10,300
| – | – | 0.31% | 100 |
|
|
2022
Q3 | $273K | Hold |
10,300
| – | – | 0.32% | 94 |
|
|
2022
Q2 | $242K | Hold |
10,300
| – | – | 0.24% | 111 |
|
|
2022
Q1 | $368K | Buy |
+10,300
| New | +$368K | 0.33% | 90 |
|