Perennial Investment Advisors’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $731K | Buy |
7,830
+252
| +3% | +$23.5K | 0.07% | 207 |
|
|
2025
Q1 | $552K | Buy |
7,578
+967
| +15% | +$70.5K | 0.06% | 233 |
|
|
2024
Q4 | $399K | Buy |
6,611
+212
| +3% | +$12.8K | 0.05% | 251 |
|
|
2024
Q3 | $481K | Sell |
6,399
-75
| -1% | -$5.64K | 0.06% | 218 |
|
|
2024
Q2 | $471K | Buy |
6,474
+90
| +1% | +$6.54K | 0.07% | 204 |
|
|
2024
Q1 | $492K | Buy |
6,384
+274
| +4% | +$21.1K | 0.07% | 188 |
|
|
2023
Q4 | $376K | Sell |
6,110
-944
| -13% | -$58.1K | 0.06% | 205 |
|
|
2023
Q3 | $324K | Sell |
7,054
-603
| -8% | -$27.7K | 0.06% | 225 |
|
|
2023
Q2 | $331K | Sell |
7,657
-500
| -6% | -$21.6K | 0.06% | 227 |
|
|
2023
Q1 | $259K | Buy |
+8,157
| New | +$259K | 0.05% | 259 |
|
|
2021
Q1 | – | Sell |
-6,026
| Closed | -$307K | – | 217 |
|
|
2020
Q4 | $307K | Buy |
6,026
+240
| +4% | +$12.2K | 0.13% | 120 |
|
|
2020
Q3 | $210K | Buy |
+5,786
| New | +$210K | 0.11% | 136 |
|