Greenleaf Trust’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Buy |
24,614
+1,862
| +8% | +$174K | 0.02% | 177 |
|
|
2025
Q1 | $1.66M | Buy |
22,752
+5,645
| +33% | +$411K | 0.02% | 227 |
|
|
2024
Q4 | $1.03M | Sell |
17,107
-1,972
| -10% | -$119K | 0.01% | 317 |
|
|
2024
Q3 | $1.43M | Buy |
19,079
+1,659
| +10% | +$125K | 0.01% | 261 |
|
|
2024
Q2 | $1.27M | Buy |
17,420
+885
| +5% | +$64.3K | 0.01% | 257 |
|
|
2024
Q1 | $1.27M | Buy |
16,535
+11,422
| +223% | +$879K | 0.01% | 254 |
|
|
2023
Q4 | $315K | Buy |
5,113
+679
| +15% | +$41.8K | ﹤0.01% | 581 |
|
|
2023
Q3 | $204K | Sell |
4,434
-314
| -7% | -$14.4K | ﹤0.01% | 709 |
|
|
2023
Q2 | $205K | Sell |
4,748
-1,828
| -28% | -$78.9K | ﹤0.01% | 721 |
|
|
2023
Q1 | $208K | Buy |
+6,576
| New | +$208K | ﹤0.01% | 721 |
|
|
2022
Q4 | – | Sell |
-8,046
| Closed | -$213K | – | 770 |
|
|
2022
Q3 | $213K | Buy |
+8,046
| New | +$213K | ﹤0.01% | 650 |
|
|
2022
Q2 | – | Sell |
-7,088
| Closed | -$253K | – | 790 |
|
|
2022
Q1 | $253K | Buy |
+7,088
| New | +$253K | ﹤0.01% | 648 |
|
|
2021
Q2 | – | Sell |
-3,869
| Closed | -$211K | – | 747 |
|
|
2021
Q1 | $211K | Buy |
+3,869
| New | +$211K | ﹤0.01% | 674 |
|