Mayflower Financial 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 | $803K | Buy |
8,609
+471
| +6% | +$43.9K | 0.11% | 175 |
|
2025
Q1 | $593K | Buy |
8,138
+2,138
| +36% | +$156K | 0.09% | 206 |
|
2024
Q4 | $362K | Buy |
6,000
+146
| +2% | +$8.81K | 0.05% | 266 |
|
2024
Q3 | $440K | Buy |
5,854
+198
| +4% | +$14.9K | 0.07% | 241 |
|
2024
Q2 | $411K | Buy |
5,656
+1,049
| +23% | +$76.2K | 0.07% | 238 |
|
2024
Q1 | $355K | Buy |
+4,607
| New | +$355K | 0.06% | 258 |
|
2022
Q4 | – | Sell |
-8,291
| Closed | -$220K | – | 365 |
|
2022
Q3 | $220K | Buy |
+8,291
| New | +$220K | 0.04% | 290 |
|
2021
Q4 | – | Sell |
-5,386
| Closed | -$253K | – | 364 |
|
2021
Q3 | $253K | Buy |
+5,386
| New | +$253K | 0.03% | 282 |
|