Mount Vernon 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 | $3.74M | Buy |
40,075
+400
| +1% | +$37.3K | 2.7% | 11 |
|
|
2025
Q1 | $2.89M | Buy |
39,675
+515
| +1% | +$37.5K | 2.36% | 13 |
|
|
2024
Q4 | $2.36M | Sell |
39,160
-300
| -0.8% | -$18.1K | 1.84% | 17 |
|
|
2024
Q3 | $2.97M | Buy |
39,460
+1,100
| +3% | +$82.7K | 2.35% | 12 |
|
|
2024
Q2 | $2.79M | Sell |
38,360
-390
| -1% | -$28.3K | 2.47% | 11 |
|
|
2024
Q1 | $2.98M | Hold |
38,750
| – | – | 2.53% | 12 |
|
|
2023
Q4 | $2.39M | Sell |
38,750
-1,400
| -3% | -$86.2K | 2.34% | 13 |
|
|
2023
Q3 | $1.85M | Hold |
40,150
| – | – | 2.04% | 15 |
|
|
2023
Q2 | $1.73M | Hold |
40,150
| – | – | 1.84% | 18 |
|
|
2023
Q1 | $1.27M | Sell |
40,150
-500
| -1% | -$15.9K | 1.5% | 22 |
|
|
2022
Q4 | $1.01M | Sell |
40,650
-10,900
| -21% | -$269K | 1.29% | 23 |
|
|
2022
Q3 | $1.37M | Buy |
51,550
+500
| +1% | +$13.2K | 1.78% | 20 |
|
|
2022
Q2 | $1.04M | Buy |
51,050
+12,575
| +33% | +$257K | 1.27% | 24 |
|
|
2022
Q1 | $1.37M | Buy |
38,475
+100
| +0.3% | +$3.57K | 1.33% | 25 |
|
|
2021
Q4 | $1.61M | Buy |
38,375
+1,300
| +4% | +$54.5K | 1.39% | 23 |
|
|
2021
Q3 | $1.66M | Buy |
37,075
+400
| +1% | +$17.9K | 1.52% | 22 |
|
|
2021
Q2 | $1.84M | Buy |
36,675
+8,575
| +31% | +$430K | 1.68% | 21 |
|
|
2021
Q1 | $1.53M | Sell |
28,100
-50
| -0.2% | -$2.73K | 1.51% | 25 |
|
|
2020
Q4 | $1.44M | Buy |
28,150
+150
| +0.5% | +$7.65K | 1.51% | 24 |
|
|
2020
Q3 | $1.02M | Sell |
28,000
-100
| -0.4% | -$3.65K | 1.22% | 26 |
|
|
2020
Q2 | $873K | Sell |
28,100
-600
| -2% | -$18.6K | 1.13% | 26 |
|
|
2020
Q1 | $801K | Buy |
+28,700
| New | +$801K | 1.34% | 26 |
|