Bard Financial Services’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Sell |
13,875
-400
| -3% | -$37.3K | 0.15% | 103 |
|
|
2025
Q1 | $1.04M | Buy |
14,275
+1,225
| +9% | +$89.3K | 0.13% | 113 |
|
|
2024
Q4 | $787K | Sell |
13,050
-3,825
| -23% | -$231K | 0.09% | 121 |
|
|
2024
Q3 | $1.27M | Sell |
16,875
-5,050
| -23% | -$380K | 0.15% | 104 |
|
|
2024
Q2 | $1.59M | Sell |
21,925
-12,475
| -36% | -$907K | 0.16% | 99 |
|
|
2024
Q1 | $2.65M | Sell |
34,400
-19,050
| -36% | -$1.47M | 0.28% | 76 |
|
|
2023
Q4 | $3.29M | Sell |
53,450
-22,550
| -30% | -$1.39M | 0.37% | 63 |
|
|
2023
Q3 | $3.5M | Sell |
76,000
-7,540
| -9% | -$347K | 0.43% | 59 |
|
|
2023
Q2 | $3.61M | Sell |
83,540
-16,190
| -16% | -$699K | 0.27% | 88 |
|
|
2023
Q1 | $3.16M | Buy |
99,730
+5,850
| +6% | +$185K | 0.25% | 87 |
|
|
2022
Q4 | $2.32M | Buy |
93,880
+7,800
| +9% | +$193K | 0.2% | 104 |
|
|
2022
Q3 | $2.28M | Sell |
86,080
-3,475
| -4% | -$92.1K | 0.21% | 101 |
|
|
2022
Q2 | $1.83M | Buy |
89,555
+38,815
| +76% | +$794K | 0.17% | 112 |
|
|
2022
Q1 | $1.81M | Buy |
50,740
+29,890
| +143% | +$1.07M | 0.15% | 114 |
|
|
2021
Q4 | $874K | Buy |
+20,850
| New | +$874K | 0.07% | 159 |
|