Caldwell Trust’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $215K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $14.5K | Hold |
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|
2024
Q1 | $15.4K | Hold |
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|
2023
Q4 | $12.3K | Hold |
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|
2023
Q3 | $9.2K | Hold |
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|
2023
Q2 | $8.63K | Hold |
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|
2023
Q1 | $6.34K | Hold |
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|
2022
Q4 | $4.95K | Hold |
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|
2022
Q3 | $5.3K | Hold |
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|
2022
Q2 | $4.09K | Hold |
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|
2022
Q1 | $7.14K | Sell |
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|
2021
Q4 | $16.8K | Hold |
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|
2021
Q3 | $17.9K | Hold |
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|
2021
Q2 | $20K | Hold |
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|
2021
Q1 | $21.8K | Buy |
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|
2020
Q4 | $10.2K | Hold |
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|
2020
Q3 | $7.3K | Buy |
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