Bollard Group’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.96M | Buy |
74,561
+3,410
| +5% | +$318K | 0.16% | 51 |
|
|
2025
Q1 | $5.18M | Hold |
71,151
| – | – | 0.14% | 55 |
|
|
2024
Q4 | $4.29M | Buy |
71,151
+30,045
| +73% | +$1.81M | 0.12% | 58 |
|
|
2024
Q3 | $3.09M | Hold |
41,106
| – | – | 0.08% | 75 |
|
|
2024
Q2 | $2.99M | Buy |
41,106
+9,176
| +29% | +$667K | 0.08% | 71 |
|
|
2024
Q1 | $2.46M | Buy |
31,930
+9,690
| +44% | +$746K | 0.07% | 76 |
|
|
2023
Q4 | $1.37M | Hold |
22,240
| – | – | 0.05% | 95 |
|
|
2023
Q3 | $1.02M | Sell |
22,240
-623
| -3% | -$28.7K | 0.04% | 103 |
|
|
2023
Q2 | $987K | Hold |
22,863
| – | – | 0.03% | 109 |
|
|
2023
Q1 | $725K | Buy |
22,863
+1,028
| +5% | +$32.6K | 0.03% | 119 |
|
|
2022
Q4 | $540K | Hold |
21,835
| – | – | 0.02% | 123 |
|
|
2022
Q3 | $579K | Hold |
21,835
| – | – | 0.02% | 123 |
|
|
2022
Q2 | $447K | Hold |
21,835
| – | – | 0.02% | 140 |
|
|
2022
Q1 | $779K | Buy |
+21,835
| New | +$779K | 0.02% | 154 |
|
|
2021
Q2 | – | Sell |
-1,365
| Closed | -$74K | – | 439 |
|
|
2021
Q1 | $74K | Hold |
1,365
| – | – | ﹤0.01% | 312 |
|
|
2020
Q4 | $70K | Hold |
1,365
| – | – | ﹤0.01% | 308 |
|
|
2020
Q3 | $50K | Hold |
1,365
| – | – | ﹤0.01% | 325 |
|
|
2020
Q2 | $42K | Buy |
+1,365
| New | +$42K | ﹤0.01% | 363 |
|