LJAC
L.J. Altfest & Co’s Uber UBER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $822K | Sell |
8,811
-1,491
| -14% | -$139K | 0.1% | 143 |
|
|
2025
Q1 | $751K | Buy |
+10,302
| New | +$751K | 0.09% | 154 |
|
|
2024
Q4 | – | Sell |
-17,188
| Closed | -$1.29M | – | 369 |
|
|
2024
Q3 | $1.29M | Buy |
17,188
+814
| +5% | +$61.2K | 0.17% | 96 |
|
|
2024
Q2 | $1.19M | Buy |
16,374
+5,599
| +52% | +$407K | 0.16% | 98 |
|
|
2024
Q1 | $830K | Buy |
10,775
+502
| +5% | +$38.7K | 0.12% | 129 |
|
|
2023
Q4 | $633K | Buy |
10,273
+688
| +7% | +$42.4K | 0.09% | 154 |
|
|
2023
Q3 | $441K | Sell |
9,585
-4,486
| -32% | -$206K | 0.07% | 196 |
|
|
2023
Q2 | $607K | Buy |
14,071
+2,328
| +20% | +$100K | 0.09% | 154 |
|
|
2023
Q1 | $372K | Buy |
+11,743
| New | +$372K | 0.06% | 199 |
|
|
2022
Q4 | – | Sell |
-12,489
| Closed | -$331K | – | 278 |
|
|
2022
Q3 | $331K | Buy |
12,489
+2,219
| +22% | +$58.8K | 0.06% | 195 |
|
|
2022
Q2 | $210K | Buy |
10,270
+1,332
| +15% | +$27.2K | 0.04% | 238 |
|
|
2022
Q1 | $319K | Buy |
+8,938
| New | +$319K | 0.06% | 197 |
|
|
2021
Q4 | – | Sell |
-10,885
| Closed | -$488K | – | 275 |
|
|
2021
Q3 | $488K | Buy |
+10,885
| New | +$488K | 0.1% | 142 |
|