Montag & Associates’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.67M | Buy |
92,898
+89,416
| +2,568% | +$8.34M | 0.42% | 62 |
|
|
2025
Q1 | $254K | Hold |
3,482
| – | – | 0.01% | 389 |
|
|
2024
Q4 | $210K | Sell |
3,482
-637
| -15% | -$38.4K | 0.01% | 416 |
|
|
2024
Q3 | $310K | Sell |
4,119
-72
| -2% | -$5.41K | 0.01% | 375 |
|
|
2024
Q2 | $305K | Sell |
4,191
-4
| -0.1% | -$291 | 0.02% | 364 |
|
|
2024
Q1 | $323K | Sell |
4,195
-7
| -0.2% | -$539 | 0.02% | 360 |
|
|
2023
Q4 | $259K | Hold |
4,202
| – | – | 0.01% | 371 |
|
|
2023
Q3 | $193K | Buy |
4,202
+203
| +5% | +$9.34K | 0.01% | 384 |
|
|
2023
Q2 | $173K | Buy |
3,999
+199
| +5% | +$8.59K | 0.01% | 406 |
|
|
2023
Q1 | $120K | Buy |
3,800
+149
| +4% | +$4.72K | 0.01% | 443 |
|
|
2022
Q4 | $90.3K | Buy |
3,651
+191
| +6% | +$4.72K | 0.01% | 463 |
|
|
2022
Q3 | $92K | Buy |
3,460
+2,561
| +285% | +$68.1K | 0.01% | 449 |
|
|
2022
Q2 | $18K | Hold |
899
| – | – | ﹤0.01% | 650 |
|
|
2022
Q1 | $32K | Buy |
899
+119
| +15% | +$4.24K | ﹤0.01% | 621 |
|
|
2021
Q4 | $33K | Buy |
780
+235
| +43% | +$9.94K | ﹤0.01% | 627 |
|
|
2021
Q3 | $24K | Buy |
545
+204
| +60% | +$8.98K | ﹤0.01% | 656 |
|
|
2021
Q2 | $17K | Buy |
341
+183
| +116% | +$9.12K | ﹤0.01% | 679 |
|
|
2021
Q1 | $9K | Hold |
158
| – | – | ﹤0.01% | 737 |
|
|
2020
Q4 | $8K | Buy |
+158
| New | +$8K | ﹤0.01% | 721 |
|