Patriot Financial Group Insurance Agency’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,740
| Closed | -$206K | – | 526 |
|
|
2024
Q3 | $206K | Sell |
2,740
-58
| -2% | -$4.36K | 0.03% | 463 |
|
|
2024
Q2 | $203K | Sell |
2,798
-1,357
| -33% | -$98.6K | 0.03% | 445 |
|
|
2024
Q1 | $320K | Buy |
4,155
+617
| +17% | +$47.5K | 0.05% | 351 |
|
|
2023
Q4 | $218K | Buy |
+3,538
| New | +$218K | 0.04% | 405 |
|
|
2022
Q3 | – | Sell |
-8,045
| Closed | -$165K | – | 1848 |
|
|
2022
Q2 | $165K | Sell |
8,045
-1,838
| -19% | -$37.7K | 0.03% | 420 |
|
|
2022
Q1 | $353K | Sell |
9,883
-1,590
| -14% | -$56.8K | 0.06% | 303 |
|
|
2021
Q4 | $481K | Sell |
11,473
-96
| -0.8% | -$4.03K | 0.08% | 249 |
|
|
2021
Q3 | $518K | Buy |
11,569
+3,696
| +47% | +$165K | 0.09% | 228 |
|
|
2021
Q2 | $395K | Buy |
7,873
+990
| +14% | +$49.7K | 0.07% | 277 |
|
|
2021
Q1 | $375K | Buy |
6,883
+2,019
| +42% | +$110K | 0.09% | 242 |
|
|
2020
Q4 | $248K | Buy |
4,864
+3,052
| +168% | +$156K | 0.06% | 304 |
|
|
2020
Q3 | $66K | Buy |
1,812
+222
| +14% | +$8.09K | 0.02% | 482 |
|
|
2020
Q2 | $49K | Buy |
1,590
+516
| +48% | +$15.9K | 0.02% | 520 |
|
|
2020
Q1 | $30K | Buy |
1,074
+735
| +217% | +$20.5K | 0.01% | 568 |
|
|
2019
Q4 | $10K | Sell |
339
-361
| -52% | -$10.6K | ﹤0.01% | 844 |
|
|
2019
Q3 | $21K | Buy |
+700
| New | +$21K | 0.01% | 642 |
|