Coastal Bridge 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 | $648K | Buy |
+6,945
| New | +$648K | 0.05% | 259 |
|
|
2025
Q1 | – | Sell |
-5,459
| Closed | -$329K | – | 388 |
|
|
2024
Q4 | $329K | Buy |
5,459
+300
| +6% | +$18.1K | 0.08% | 110 |
|
|
2024
Q3 | $388K | Hold |
5,159
| – | – | 0.1% | 106 |
|
|
2024
Q2 | $375K | Hold |
5,159
| – | – | 0.09% | 106 |
|
|
2024
Q1 | $397K | Hold |
5,159
| – | – | 0.09% | 105 |
|
|
2023
Q4 | $318K | Buy |
5,159
+65
| +1% | +$4K | 0.08% | 116 |
|
|
2023
Q3 | $234K | Hold |
5,094
| – | – | 0.06% | 129 |
|
|
2023
Q2 | $220K | Buy |
+5,094
| New | +$220K | 0.05% | 133 |
|
|
2022
Q1 | – | Sell |
-10,188
| Closed | -$474K | – | 221 |
|
|
2021
Q4 | $474K | Buy |
10,188
+5,094
| +100% | +$237K | 0.1% | 110 |
|
|
2021
Q3 | $228K | Hold |
5,094
| – | – | 0.05% | 125 |
|
|
2021
Q2 | $255K | Hold |
5,094
| – | – | 0.05% | 122 |
|
|
2021
Q1 | $278K | Hold |
5,094
| – | – | 0.05% | 113 |
|
|
2020
Q4 | $260K | Buy |
+5,094
| New | +$260K | 0.05% | 105 |
|