Knollwood Investment Advisory’s Uber UBER Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $709K | Hold |
7,600
| – | – | 0.07% | 226 |
|
2025
Q1 | $554K | Hold |
7,600
| – | – | 0.06% | 241 |
|
2024
Q4 | $458K | Hold |
7,600
| – | – | 0.05% | 262 |
|
2024
Q3 | $571K | Hold |
7,600
| – | – | 0.06% | 253 |
|
2024
Q2 | $552K | Buy |
7,600
+400
| +6% | +$29.1K | 0.06% | 250 |
|
2024
Q1 | $554K | Hold |
7,200
| – | – | 0.1% | 138 |
|
2023
Q4 | $443K | Buy |
+7,200
| New | +$443K | 0.09% | 148 |
|
2023
Q2 | – | Sell |
-121,647
| Closed | -$3.86M | – | 141 |
|
2023
Q1 | $3.86M | Hold |
121,647
| – | – | 0.75% | 22 |
|
2022
Q4 | $3.01M | Buy |
+121,647
| New | +$3.01M | 1.18% | 26 |
|