Douglas Lane & Associates’s Uber UBER Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $25.1M | Sell |
269,228
-27,960
| -9% | -$2.61M | 0.36% | 93 |
|
2025
Q1 | $21.7M | Sell |
297,188
-21,342
| -7% | -$1.55M | 0.32% | 96 |
|
2024
Q4 | $19.2M | Sell |
318,530
-83,627
| -21% | -$5.04M | 0.27% | 103 |
|
2024
Q3 | $30.2M | Sell |
402,157
-151,246
| -27% | -$11.4M | 0.42% | 91 |
|
2024
Q2 | $40.2M | Sell |
553,403
-37,040
| -6% | -$2.69M | 0.57% | 72 |
|
2024
Q1 | $45.5M | Sell |
590,443
-313,497
| -35% | -$24.1M | 0.64% | 62 |
|
2023
Q4 | $55.7M | Sell |
903,940
-229,964
| -20% | -$14.2M | 0.86% | 53 |
|
2023
Q3 | $52.1M | Sell |
1,133,904
-72,065
| -6% | -$3.31M | 0.88% | 46 |
|
2023
Q2 | $52.1M | Sell |
1,205,969
-30,317
| -2% | -$1.31M | 0.84% | 50 |
|
2023
Q1 | $39.2M | Sell |
1,236,286
-57,683
| -4% | -$1.83M | 0.65% | 55 |
|
2022
Q4 | $32M | Sell |
1,293,969
-123,060
| -9% | -$3.04M | 0.53% | 64 |
|
2022
Q3 | $37.6M | Sell |
1,417,029
-34,261
| -2% | -$908K | 0.69% | 59 |
|
2022
Q2 | $29.7M | Buy |
1,451,290
+130,648
| +10% | +$2.67M | 0.5% | 75 |
|
2022
Q1 | $47.1M | Buy |
1,320,642
+169,253
| +15% | +$6.04M | 0.67% | 62 |
|
2021
Q4 | $48.3M | Buy |
1,151,389
+132,662
| +13% | +$5.56M | 0.64% | 64 |
|
2021
Q3 | $45.6M | Buy |
1,018,727
+86,460
| +9% | +$3.87M | 0.65% | 64 |
|
2021
Q2 | $46.7M | Buy |
932,267
+11,172
| +1% | +$560K | 0.66% | 64 |
|
2021
Q1 | $50.2M | Sell |
921,095
-33,439
| -4% | -$1.82M | 0.78% | 53 |
|
2020
Q4 | $48.7M | Buy |
954,534
+29,104
| +3% | +$1.48M | 0.82% | 47 |
|
2020
Q3 | $33.8M | Buy |
925,430
+104,518
| +13% | +$3.81M | 0.67% | 54 |
|
2020
Q2 | $25.5M | Buy |
820,912
+153,455
| +23% | +$4.77M | 0.55% | 64 |
|
2020
Q1 | $18.6M | Buy |
667,457
+628,765
| +1,625% | +$17.6M | 0.49% | 67 |
|
2019
Q4 | $1.15M | Buy |
+38,692
| New | +$1.15M | 0.02% | 143 |
|