Choate Investment Advisors’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Buy |
4,745
+1,215
| +34% | +$113K | 0.01% | 281 |
|
|
2025
Q1 | $257K | Buy |
+3,530
| New | +$257K | 0.01% | 348 |
|
|
2024
Q4 | – | Sell |
-2,788
| Closed | -$210K | – | 413 |
|
|
2024
Q3 | $210K | Sell |
2,788
-633
| -19% | -$47.6K | 0.01% | 370 |
|
|
2024
Q2 | $249K | Sell |
3,421
-2,001
| -37% | -$145K | 0.01% | 332 |
|
|
2024
Q1 | $417K | Sell |
5,422
-2,622
| -33% | -$202K | 0.01% | 284 |
|
|
2023
Q4 | $495K | Buy |
+8,044
| New | +$495K | 0.02% | 243 |
|