Perigon Wealth Management’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.28M | Buy |
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|
2025
Q2 | $7.74M | Buy |
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|
2025
Q1 | $5.91M | Buy |
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|
2024
Q4 | $5.55M | Buy |
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $4.22M | Sell |
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|
2024
Q1 | $4.55M | Sell |
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|
2023
Q4 | $4.14M | Buy |
|
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|
2023
Q3 | $2.19M | Sell |
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|
2023
Q2 | $3.41M | Buy |
|
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|
2023
Q1 | $235K | Buy |
|
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $304K | Buy |
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $343K | Sell |
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|
2021
Q4 | $529K | Buy |
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|
2021
Q3 | $259K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $97K | Buy |
|