HM Payson & Co’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $98.1K | Buy |
1,347
+43
| +3% | +$3.13K | ﹤0.01% | 530 |
|
|
2024
Q4 | $78.7K | Buy |
1,304
+89
| +7% | +$5.37K | ﹤0.01% | 571 |
|
|
2024
Q3 | $91.3K | Buy |
1,215
+365
| +43% | +$27.4K | ﹤0.01% | 533 |
|
|
2024
Q2 | $61.8K | Sell |
850
-127
| -13% | -$9.23K | ﹤0.01% | 566 |
|
|
2024
Q1 | $75.2K | Sell |
977
-150
| -13% | -$11.5K | ﹤0.01% | 542 |
|
|
2023
Q4 | $69.4K | Buy |
1,127
+27
| +2% | +$1.66K | ﹤0.01% | 544 |
|
|
2023
Q3 | $50.6K | Hold |
1,100
| – | – | ﹤0.01% | 574 |
|
|
2023
Q2 | $47.5K | Sell |
1,100
-200
| -15% | -$8.63K | ﹤0.01% | 581 |
|
|
2023
Q1 | $41.2K | Sell |
1,300
-164
| -11% | -$5.2K | ﹤0.01% | 608 |
|
|
2022
Q4 | $36.2K | Sell |
1,464
-1,836
| -56% | -$45.4K | ﹤0.01% | 601 |
|
|
2022
Q3 | $87K | Sell |
3,300
-514
| -13% | -$13.6K | ﹤0.01% | 490 |
|
|
2022
Q2 | $78K | Buy |
3,814
+514
| +16% | +$10.5K | ﹤0.01% | 512 |
|
|
2022
Q1 | $118K | Hold |
3,300
| – | – | ﹤0.01% | 466 |
|
|
2021
Q4 | $138K | Hold |
3,300
| – | – | ﹤0.01% | 451 |
|
|
2021
Q3 | $148K | Buy |
3,300
+3,284
| +20,525% | +$147K | ﹤0.01% | 430 |
|
|
2021
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 1071 |
|
|
2021
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 1110 |
|
|
2020
Q4 | – | Sell |
-616
| Closed | -$22K | – | 1153 |
|
|
2020
Q3 | $22K | Buy |
+616
| New | +$22K | ﹤0.01% | 719 |
|
|
2019
Q3 | – | Sell |
-100
| Closed | -$5K | – | 983 |
|
|
2019
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 877 |
|