Loring Wolcott & Coolidge Fiduciary Advisors’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $196K | Buy |
2,105
+100
| +5% | +$9.33K | ﹤0.01% | 282 |
|
|
2025
Q1 | $148K | Buy |
2,005
+1,335
| +199% | +$98.5K | ﹤0.01% | 300 |
|
|
2024
Q4 | $46.1K | Sell |
670
-89
| -12% | -$6.12K | ﹤0.01% | 399 |
|
|
2024
Q3 | $59.5K | Buy |
759
+89
| +13% | +$6.98K | ﹤0.01% | 377 |
|
|
2024
Q2 | $49.8K | Hold |
670
| – | – | ﹤0.01% | 392 |
|
|
2024
Q1 | $46.2K | Buy |
+670
| New | +$46.2K | ﹤0.01% | 403 |
|
|
2022
Q1 | – | Sell |
-2,780
| Closed | -$117K | – | 714 |
|
|
2021
Q4 | $117K | Sell |
2,780
-321
| -10% | -$13.5K | ﹤0.01% | 370 |
|
|
2021
Q3 | $139K | Hold |
3,101
| – | – | ﹤0.01% | 350 |
|
|
2021
Q2 | $155K | Buy |
+3,101
| New | +$155K | ﹤0.01% | 351 |
|