Laird Norton Wetherby Trust Company’s Uber UBER Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-5,199
| Closed | -$239K | – | 144 |
|
2023
Q3 | $239K | Hold |
5,199
| – | – | 0.03% | 101 |
|
2023
Q2 | $224K | Buy |
+5,199
| New | +$224K | 0.03% | 103 |
|
2022
Q2 | – | Sell |
-5,819
| Closed | -$207K | – | 184 |
|
2022
Q1 | $207K | Buy |
5,819
+510
| +10% | +$18.1K | 0.02% | 181 |
|
2021
Q4 | $222K | Hold |
5,309
| – | – | 0.02% | 180 |
|
2021
Q3 | $237K | Hold |
5,309
| – | – | 0.02% | 161 |
|
2021
Q2 | $266K | Sell |
5,309
-5
| -0.1% | -$251 | 0.03% | 125 |
|
2021
Q1 | $288K | Sell |
5,314
-100
| -2% | -$5.42K | 0.03% | 123 |
|
2020
Q4 | $275K | Buy |
+5,414
| New | +$275K | 0.03% | 130 |
|