NorthRock Partners’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Buy |
22,782
+3,961
| +21% | +$370K | 0.06% | 132 |
|
|
2025
Q1 | $1.37M | Buy |
18,821
+2,416
| +15% | +$176K | 0.05% | 160 |
|
|
2024
Q4 | $990K | Buy |
16,405
+1,868
| +13% | +$113K | 0.03% | 206 |
|
|
2024
Q3 | $1.09M | Sell |
14,537
-212
| -1% | -$15.9K | 0.04% | 196 |
|
|
2024
Q2 | $1.07M | Buy |
14,749
+698
| +5% | +$50.7K | 0.04% | 186 |
|
|
2024
Q1 | $1.08M | Buy |
14,051
+6,692
| +91% | +$515K | 0.04% | 188 |
|
|
2023
Q4 | $453K | Buy |
+7,359
| New | +$453K | 0.02% | 346 |
|
|
2022
Q1 | – | Sell |
-7,812
| Closed | -$328K | – | 369 |
|
|
2021
Q4 | $328K | Sell |
7,812
-8,954
| -53% | -$376K | 0.02% | 228 |
|
|
2021
Q3 | $776K | Buy |
16,766
+10,067
| +150% | +$466K | 0.06% | 111 |
|
|
2021
Q2 | $336K | Buy |
6,699
+2,648
| +65% | +$133K | 0.03% | 182 |
|
|
2021
Q1 | $221K | Buy |
+4,051
| New | +$221K | 0.02% | 209 |
|