Peninsula Wealth’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $454K | Sell |
7,534
-417
| -5% | -$25.2K | 0.08% | 75 |
|
|
2024
Q3 | $651K | Sell |
7,951
-346
| -4% | -$28.3K | 0.11% | 59 |
|
|
2024
Q2 | $601K | Sell |
8,297
-573
| -6% | -$41.5K | 0.11% | 59 |
|
|
2024
Q1 | $683K | Buy |
8,870
+133
| +2% | +$10.2K | 0.14% | 53 |
|
|
2023
Q4 | $538K | Buy |
8,737
+420
| +5% | +$25.9K | 0.11% | 53 |
|
|
2023
Q3 | $358K | Buy |
8,317
+25
| +0.3% | +$1.08K | 0.08% | 58 |
|
|
2023
Q2 | $358K | Hold |
8,292
| – | – | 0.09% | 52 |
|
|
2023
Q1 | $263K | Hold |
8,292
| – | – | 0.08% | 66 |
|
|
2022
Q4 | $205K | Hold |
8,292
| – | – | 0.06% | 70 |
|
|
2022
Q3 | $220K | Buy |
+8,292
| New | +$220K | 0.08% | 66 |
|
|
2022
Q2 | – | Sell |
-8,292
| Closed | -$296K | – | 71 |
|
|
2022
Q1 | $296K | Buy |
+8,292
| New | +$296K | 0.08% | 52 |
|