Granite Bay Wealth Management’s Uber UBER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,186
Closed -$304K 72
2024
Q2
$304K Sell
4,186
-2,245
-35% -$163K 0.16% 55
2024
Q1
$495K Sell
6,431
-1,497,645
-100% -$115M 0.28% 47
2023
Q4
$80M Buy
1,504,076
+669,417
+80% +$35.6M 0.72% 26
2023
Q3
$38.3M Buy
+834,659
New +$38.3M 0.38% 39