Beese Fulmer Investment Management’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Hold |
2,785
| – | – | 0.02% | 248 |
|
|
2025
Q1 | $203K | Buy |
+2,785
| New | +$203K | 0.02% | 242 |
|
|
2024
Q4 | – | Sell |
-2,715
| Closed | -$204K | – | 236 |
|
|
2024
Q3 | $204K | Buy |
+2,715
| New | +$204K | 0.02% | 224 |
|
|
2024
Q2 | – | Sell |
-2,645
| Closed | -$204K | – | 232 |
|
|
2024
Q1 | $204K | Buy |
+2,645
| New | +$204K | 0.02% | 217 |
|
|
2022
Q2 | – | Sell |
-8,702
| Closed | -$310K | – | 235 |
|
|
2022
Q1 | $310K | Buy |
8,702
+489
| +6% | +$17.4K | 0.03% | 182 |
|
|
2021
Q4 | $344K | Buy |
8,213
+1,408
| +21% | +$59K | 0.04% | 182 |
|
|
2021
Q3 | $305K | Buy |
6,805
+432
| +7% | +$19.4K | 0.03% | 189 |
|
|
2021
Q2 | $319K | Sell |
6,373
-2,328
| -27% | -$117K | 0.04% | 175 |
|
|
2021
Q1 | $474K | Buy |
8,701
+1,876
| +27% | +$102K | 0.06% | 148 |
|
|
2020
Q4 | $348K | Buy |
+6,825
| New | +$348K | 0.04% | 159 |
|
|
2020
Q3 | – | Sell |
-2,606
| Closed | -$81K | – | 526 |
|
|
2020
Q2 | $81K | Buy |
+2,606
| New | +$81K | 0.01% | 263 |
|