Godshalk Welsh Capital Management’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
11,615
+1,850
| +19% | +$173K | 0.67% | 48 |
|
|
2025
Q1 | $711K | Buy |
9,765
+565
| +6% | +$41.2K | 0.47% | 67 |
|
|
2024
Q4 | $555K | Hold |
9,200
| – | – | 0.36% | 79 |
|
|
2024
Q3 | $691K | Hold |
9,200
| – | – | 0.44% | 69 |
|
|
2024
Q2 | $669K | Hold |
9,200
| – | – | 0.45% | 69 |
|
|
2024
Q1 | $708K | Hold |
9,200
| – | – | 0.48% | 64 |
|
|
2023
Q4 | $566K | Hold |
9,200
| – | – | 0.41% | 72 |
|
|
2023
Q3 | $423K | Buy |
9,200
+250
| +3% | +$11.5K | 0.32% | 82 |
|
|
2023
Q2 | $386K | Hold |
8,950
| – | – | 0.27% | 91 |
|
|
2023
Q1 | $284K | Hold |
8,950
| – | – | 0.2% | 101 |
|
|
2022
Q4 | $221K | Sell |
8,950
-535
| -6% | -$13.2K | 0.16% | 109 |
|
|
2022
Q3 | $251K | Buy |
+9,485
| New | +$251K | 0.19% | 101 |
|
|
2022
Q2 | – | Sell |
-9,100
| Closed | -$325K | – | 117 |
|
|
2022
Q1 | $325K | Sell |
9,100
-650
| -7% | -$23.2K | 0.2% | 101 |
|
|
2021
Q4 | $409K | Buy |
9,750
+3,825
| +65% | +$160K | 0.23% | 95 |
|
|
2021
Q3 | $265K | Buy |
5,925
+250
| +4% | +$11.2K | 0.17% | 106 |
|
|
2021
Q2 | $270K | Buy |
+5,675
| New | +$270K | 0.17% | 107 |
|