Montag & Caldwell’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Buy |
147,625
+451
| +0.3% | +$42.1K | 3.02% | 15 |
|
|
2025
Q1 | $10.7M | Sell |
147,174
-49,229
| -25% | -$3.59M | 2.49% | 19 |
|
|
2024
Q4 | $11.8M | Sell |
196,403
-24,726
| -11% | -$1.49M | 2.53% | 19 |
|
|
2024
Q3 | $16.6M | Buy |
221,129
+90,982
| +70% | +$6.84M | 3.38% | 10 |
|
|
2024
Q2 | $9.46M | Buy |
+130,147
| New | +$9.46M | 1.91% | 22 |
|