GIM
Grassi Investment Management’s Uber UBER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Sell |
110,550
-2,975
| -3% | -$278K | 0.82% | 32 |
|
|
2025
Q1 | $8.27M | Buy |
113,525
+15,600
| +16% | +$1.14M | 0.77% | 39 |
|
|
2024
Q4 | $5.91M | Buy |
97,925
+500
| +0.5% | +$30.2K | 0.5% | 46 |
|
|
2024
Q3 | $7.32M | Buy |
97,425
+3,225
| +3% | +$242K | 0.63% | 41 |
|
|
2024
Q2 | $6.85M | Buy |
94,200
+400
| +0.4% | +$29.1K | 0.61% | 43 |
|
|
2024
Q1 | $7.22M | Sell |
93,800
-19,900
| -18% | -$1.53M | 0.65% | 41 |
|
|
2023
Q4 | $7M | Sell |
113,700
-80,425
| -41% | -$4.95M | 0.73% | 39 |
|
|
2023
Q3 | $8.93M | Buy |
194,125
+7,750
| +4% | +$356K | 1.03% | 34 |
|
|
2023
Q2 | $8.05M | Buy |
186,375
+2,250
| +1% | +$97.1K | 0.89% | 38 |
|
|
2023
Q1 | $5.84M | Buy |
184,125
+23,925
| +15% | +$758K | 0.72% | 44 |
|
|
2022
Q4 | $3.96M | Buy |
160,200
+109,650
| +217% | +$2.71M | 0.53% | 53 |
|
|
2022
Q3 | $1.34M | Buy |
50,550
+3,900
| +8% | +$103K | 0.2% | 73 |
|
|
2022
Q2 | $954K | Buy |
46,650
+6,850
| +17% | +$140K | 0.13% | 80 |
|
|
2022
Q1 | $1.42M | Buy |
39,800
+3,850
| +11% | +$137K | 0.15% | 77 |
|
|
2021
Q4 | $1.51M | Buy |
35,950
+10,600
| +42% | +$444K | 0.15% | 80 |
|
|
2021
Q3 | $1.14M | Buy |
25,350
+12,800
| +102% | +$574K | 0.13% | 85 |
|
|
2021
Q2 | $629K | Sell |
12,550
-100
| -0.8% | -$5.01K | 0.07% | 100 |
|
|
2021
Q1 | $690K | Buy |
12,650
+150
| +1% | +$8.18K | 0.08% | 94 |
|
|
2020
Q4 | $637K | Sell |
12,500
-300
| -2% | -$15.3K | 0.08% | 92 |
|
|
2020
Q3 | $467K | Buy |
12,800
+6,200
| +94% | +$226K | 0.07% | 96 |
|
|
2020
Q2 | $205K | Sell |
6,600
-37,675
| -85% | -$1.17M | 0.03% | 124 |
|
|
2020
Q1 | $1.24M | Buy |
+44,275
| New | +$1.24M | 0.22% | 70 |
|