Colonial Trust 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 | $2.8M | Buy |
29,999
+13,612
| +83% | +$1.27M | 0.23% | 88 |
|
|
2025
Q1 | $1.19M | Buy |
16,387
+14,857
| +971% | +$1.08M | 0.11% | 109 |
|
|
2024
Q4 | $92.3K | Hold |
1,530
| – | – | 0.01% | 249 |
|
|
2024
Q3 | $115K | Hold |
1,530
| – | – | 0.01% | 249 |
|
|
2024
Q2 | $111K | Sell |
1,530
-14
| -0.9% | -$1.02K | 0.01% | 238 |
|
|
2024
Q1 | $119K | Buy |
1,544
+14
| +0.9% | +$1.08K | 0.01% | 225 |
|
|
2023
Q4 | $94.2K | Hold |
1,530
| – | – | 0.01% | 249 |
|
|
2023
Q3 | $70.4K | Hold |
1,530
| – | – | 0.01% | 289 |
|
|
2023
Q2 | $66.1K | Buy |
1,530
+350
| +30% | +$15.1K | 0.01% | 302 |
|
|
2023
Q1 | $37.4K | Buy |
1,180
+1,175
| +23,500% | +$37.2K | ﹤0.01% | 363 |
|
|
2022
Q4 | $124 | Buy |
+5
| New | +$124 | ﹤0.01% | 895 |
|