Equitable Trust’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Buy |
3,827
+51
| +1% | +$4.76K | 0.02% | 356 |
|
|
2025
Q1 | $275K | Buy |
3,776
+257
| +7% | +$18.7K | 0.02% | 418 |
|
|
2024
Q4 | $212K | Buy |
3,519
+144
| +4% | +$8.69K | 0.01% | 455 |
|
|
2024
Q3 | $254K | Sell |
3,375
-100
| -3% | -$7.52K | 0.02% | 411 |
|
|
2024
Q2 | $253K | Sell |
3,475
-1,018
| -23% | -$74K | 0.02% | 406 |
|
|
2024
Q1 | $346K | Buy |
+4,493
| New | +$346K | 0.02% | 354 |
|