Gladstone Institutional Advisory’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.44M | Buy |
79,695
+1,281
| +2% | +$120K | 0.31% | 71 |
|
|
2025
Q1 | $5.71M | Buy |
78,414
+13,791
| +21% | +$1M | 0.27% | 94 |
|
|
2024
Q4 | $3.9M | Buy |
64,623
+45,222
| +233% | +$2.73M | 0.18% | 128 |
|
|
2024
Q3 | $1.46M | Sell |
19,401
-3,437
| -15% | -$258K | 0.07% | 269 |
|
|
2024
Q2 | $1.66M | Buy |
22,838
+14,100
| +161% | +$1.02M | 0.09% | 242 |
|
|
2024
Q1 | $673K | Sell |
8,738
-685
| -7% | -$52.7K | 0.04% | 359 |
|
|
2023
Q4 | $580K | Buy |
9,423
+1,284
| +16% | +$79.1K | 0.03% | 388 |
|
|
2023
Q3 | $374K | Sell |
8,139
-5,675
| -41% | -$261K | 0.02% | 443 |
|
|
2023
Q2 | $596K | Buy |
13,814
+5,560
| +67% | +$240K | 0.04% | 371 |
|
|
2023
Q1 | $262K | Buy |
+8,254
| New | +$262K | 0.02% | 560 |
|
|
2022
Q2 | – | Sell |
-10,308
| Closed | -$368K | – | 734 |
|
|
2022
Q1 | $368K | Sell |
10,308
-7,629
| -43% | -$272K | 0.02% | 503 |
|
|
2021
Q4 | $752K | Buy |
17,937
+9,279
| +107% | +$389K | 0.06% | 306 |
|
|
2021
Q3 | $388K | Sell |
8,658
-2,451
| -22% | -$110K | 0.04% | 386 |
|
|
2021
Q2 | $557K | Buy |
11,109
+2,091
| +23% | +$105K | 0.07% | 276 |
|
|
2021
Q1 | $492K | Buy |
9,018
+2,623
| +41% | +$143K | 0.08% | 235 |
|
|
2020
Q4 | $326K | Buy |
6,395
+257
| +4% | +$13.1K | 0.06% | 217 |
|
|
2020
Q3 | $224K | Buy |
+6,138
| New | +$224K | 0.05% | 240 |
|