Atwood & Palmer’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3M | Buy |
175,070
+4,480
| +3% | +$418K | 1.02% | 42 |
|
|
2025
Q1 | $12.4M | Buy |
170,590
+169,583
| +16,840% | +$12.4M | 0.86% | 45 |
|
|
2024
Q4 | $60.7K | Sell |
1,007
-19
| -2% | -$1.15K | ﹤0.01% | 210 |
|
|
2024
Q3 | $77.1K | Buy |
1,026
+26
| +3% | +$1.95K | 0.01% | 202 |
|
|
2024
Q2 | $72.7K | Hold |
1,000
| – | – | 0.01% | 206 |
|
|
2024
Q1 | $77K | Hold |
1,000
| – | – | 0.01% | 199 |
|
|
2023
Q4 | $61.6K | Buy |
+1,000
| New | +$61.6K | 0.01% | 213 |
|
|
2021
Q2 | – | Sell |
-500
| Closed | -$27K | – | 452 |
|
|
2021
Q1 | $27K | Buy |
+500
| New | +$27K | ﹤0.01% | 264 |
|
|
2019
Q4 | – | Sell |
-200
| Closed | -$6K | – | 304 |
|
|
2019
Q3 | $6K | Buy |
200
+100
| +100% | +$3K | ﹤0.01% | 270 |
|
|
2019
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 272 |
|