EFS
Essex Financial Services’s Uber UBER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $925K | Sell |
9,919
-350
| -3% | -$32.7K | 0.06% | 272 |
|
|
2025
Q1 | $748K | Buy |
10,269
+677
| +7% | +$49.3K | 0.05% | 296 |
|
|
2024
Q4 | $579K | Buy |
9,592
+12
| +0.1% | +$724 | 0.04% | 346 |
|
|
2024
Q3 | $770K | Buy |
9,580
+273
| +3% | +$22K | 0.06% | 293 |
|
|
2024
Q2 | $642K | Buy |
9,307
+321
| +4% | +$22.1K | 0.05% | 319 |
|
|
2024
Q1 | $692K | Buy |
8,986
+487
| +6% | +$37.5K | 0.06% | 264 |
|
|
2023
Q4 | $523K | Sell |
8,499
-43
| -0.5% | -$2.65K | 0.05% | 299 |
|
|
2023
Q3 | $393K | Buy |
8,542
+555
| +7% | +$25.5K | 0.05% | 326 |
|
|
2023
Q2 | $345K | Sell |
7,987
-393
| -5% | -$17K | 0.04% | 341 |
|
|
2023
Q1 | $266K | Buy |
+8,380
| New | +$266K | 0.03% | 399 |
|
|
2022
Q4 | – | Sell |
-8,385
| Closed | -$222K | – | 497 |
|
|
2022
Q3 | $222K | Buy |
+8,385
| New | +$222K | 0.03% | 413 |
|