JPLA
Joseph P. Lucia & Associates’s Uber UBER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Buy |
17,678
+628
| +4% | +$58.6K | 0.67% | 46 |
|
|
2025
Q1 | $1.24M | Buy |
17,050
+1,381
| +9% | +$101K | 0.57% | 51 |
|
|
2024
Q4 | $945K | Buy |
15,669
+739
| +5% | +$44.6K | 0.42% | 61 |
|
|
2024
Q3 | $1.12M | Sell |
14,930
-500
| -3% | -$37.6K | 0.52% | 55 |
|
|
2024
Q2 | $1.12M | Buy |
15,430
+3,138
| +26% | +$228K | 0.57% | 52 |
|
|
2024
Q1 | $946K | Buy |
12,292
+386
| +3% | +$29.7K | 0.51% | 58 |
|
|
2023
Q4 | $733K | Buy |
11,906
+637
| +6% | +$39.2K | 0.46% | 60 |
|
|
2023
Q3 | $518K | Buy |
11,269
+2,700
| +32% | +$124K | 0.36% | 64 |
|
|
2023
Q2 | $370K | Buy |
8,569
+149
| +2% | +$6.43K | 0.25% | 85 |
|
|
2023
Q1 | $267K | Buy |
+8,420
| New | +$267K | 0.19% | 94 |
|
|
2022
Q3 | – | Sell |
-7,718
| Closed | -$158K | – | 414 |
|
|
2022
Q2 | $158K | Buy |
7,718
+45
| +0.6% | +$921 | 0.11% | 117 |
|
|
2022
Q1 | $274K | Sell |
7,673
-127
| -2% | -$4.54K | 0.17% | 93 |
|
|
2021
Q4 | $327K | Sell |
7,800
-1,592
| -17% | -$66.7K | 0.21% | 93 |
|
|
2021
Q3 | $421K | Hold |
9,392
| – | – | 0.25% | 89 |
|
|
2021
Q2 | $471K | Hold |
9,392
| – | – | 0.28% | 83 |
|
|
2021
Q1 | $512K | Buy |
9,392
+301
| +3% | +$16.4K | 0.23% | 75 |
|
|
2020
Q4 | $464K | Hold |
9,091
| – | – | 0.32% | 72 |
|
|
2020
Q3 | $332K | Sell |
9,091
-1,000
| -10% | -$36.5K | 0.31% | 72 |
|
|
2020
Q2 | $314K | Hold |
10,091
| – | – | 0.28% | 71 |
|
|
2020
Q1 | $282K | Buy |
10,091
+1,000
| +11% | +$27.9K | 0.31% | 69 |
|
|
2019
Q4 | $270K | Buy |
9,091
+9,066
| +36,264% | +$269K | 0.25% | 78 |
|
|
2019
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 436 |
|
|
2019
Q2 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 431 |
|