Menard Financial Group’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Sell |
26,303
-653
| -2% | -$60.9K | 1.46% | 12 |
|
|
2025
Q1 | $2.31M | Buy |
26,956
+1,713
| +7% | +$147K | 1.52% | 13 |
|
|
2024
Q4 | $1.52M | Buy |
25,243
+640
| +3% | +$38.6K | 0.91% | 22 |
|
|
2024
Q3 | $1.85M | Sell |
24,603
-516
| -2% | -$38.8K | 1.22% | 15 |
|
|
2024
Q2 | $1.83M | Buy |
25,119
+7,163
| +40% | +$521K | 1.3% | 15 |
|
|
2024
Q1 | $1.38M | Buy |
17,956
+5,108
| +40% | +$393K | 1.16% | 19 |
|
|
2023
Q4 | $791K | Buy |
12,848
+1,007
| +9% | +$62K | 0.98% | 22 |
|
|
2023
Q3 | $545K | Buy |
11,841
+6,292
| +113% | +$289K | 0.79% | 33 |
|
|
2023
Q2 | $240K | Buy |
+5,549
| New | +$240K | 0.49% | 51 |
|
|
2022
Q2 | – | Sell |
-19,580
| Closed | -$699K | – | 125 |
|
|
2022
Q1 | $699K | Buy |
19,580
+3,919
| +25% | +$140K | 0.69% | 38 |
|
|
2021
Q4 | $657K | Sell |
15,661
-3,927
| -20% | -$165K | 0.54% | 44 |
|
|
2021
Q3 | $878K | Buy |
19,588
+1,444
| +8% | +$64.7K | 0.77% | 28 |
|
|
2021
Q2 | $909K | Buy |
18,144
+3,715
| +26% | +$186K | 0.86% | 27 |
|
|
2021
Q1 | $787K | Sell |
14,429
-720
| -5% | -$39.3K | 0.85% | 28 |
|
|
2020
Q4 | $773K | Buy |
15,149
+720
| +5% | +$36.7K | 0.83% | 29 |
|
|
2020
Q3 | $526K | Buy |
14,429
+2,229
| +18% | +$81.3K | 0.61% | 41 |
|
|
2020
Q2 | $379K | Buy |
+12,200
| New | +$379K | 0.47% | 49 |
|