Beach Investment Counsel’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $401K | Hold |
5,500
| – | – | 0.06% | 96 |
|
|
2024
Q4 | $332K | Hold |
5,500
| – | – | 0.04% | 102 |
|
|
2024
Q3 | $413K | Hold |
5,500
| – | – | 0.05% | 110 |
|
|
2024
Q2 | $400K | Hold |
5,500
| – | – | 0.05% | 110 |
|
|
2024
Q1 | $339K | Hold |
5,500
| – | – | 0.04% | 129 |
|
|
2023
Q4 | $339K | Hold |
5,500
| – | – | 0.04% | 129 |
|
|
2023
Q3 | $253K | Hold |
5,500
| – | – | 0.03% | 145 |
|
|
2023
Q2 | $237K | Buy |
+5,500
| New | +$237K | 0.03% | 147 |
|
|
2022
Q4 | – | Sell |
-209,844
| Closed | -$5.56M | – | 157 |
|
|
2022
Q3 | $5.56M | Buy |
+209,844
| New | +$5.56M | 0.79% | 35 |
|
|
2022
Q1 | – | Sell |
-135,532
| Closed | -$5.68M | – | 175 |
|
|
2021
Q4 | $5.68M | Buy |
+135,532
| New | +$5.68M | 0.75% | 41 |
|
|
2020
Q3 | – | Sell |
-130,949
| Closed | -$4.07M | – | 147 |
|
|
2020
Q2 | $4.07M | Buy |
130,949
+118,509
| +953% | +$3.68M | 0.54% | 50 |
|
|
2020
Q1 | $347K | Buy |
+12,440
| New | +$347K | 0.06% | 109 |
|