Perigon Wealth Management’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.74M | Buy |
82,913
+1,855
| +2% | +$173K | 0.18% | 119 |
|
|
2025
Q1 | $5.91M | Buy |
81,058
+68
| +0.1% | +$4.95K | 0.15% | 138 |
|
|
2024
Q4 | $5.55M | Buy |
+80,990
| New | +$5.55M | 0.14% | 148 |
|
|
2024
Q3 | – | Sell |
-58,080
| Closed | -$4.22M | – | 1028 |
|
|
2024
Q2 | $4.22M | Sell |
58,080
-963
| -2% | -$70K | 0.12% | 154 |
|
|
2024
Q1 | $4.55M | Sell |
59,043
-8,186
| -12% | -$630K | 0.14% | 153 |
|
|
2023
Q4 | $4.14M | Buy |
67,229
+19,513
| +41% | +$1.2M | 0.14% | 149 |
|
|
2023
Q3 | $2.19M | Sell |
47,716
-60,683
| -56% | -$2.79M | 0.09% | 195 |
|
|
2023
Q2 | $3.41M | Buy |
108,399
+100,971
| +1,359% | +$3.17M | 0.13% | 149 |
|
|
2023
Q1 | $235K | Buy |
+7,428
| New | +$235K | 0.01% | 623 |
|
|
2022
Q4 | – | Sell |
-11,468
| Closed | -$304K | – | 718 |
|
|
2022
Q3 | $304K | Buy |
+11,468
| New | +$304K | 0.03% | 420 |
|
|
2022
Q2 | – | Sell |
-9,612
| Closed | -$343K | – | 614 |
|
|
2022
Q1 | $343K | Sell |
9,612
-2,997
| -24% | -$107K | 0.02% | 429 |
|
|
2021
Q4 | $529K | Buy |
12,609
+6,820
| +118% | +$286K | 0.04% | 330 |
|
|
2021
Q3 | $259K | Buy |
+5,789
| New | +$259K | 0.02% | 442 |
|
|
2021
Q1 | – | Sell |
-1,904
| Closed | -$97K | – | 989 |
|
|
2020
Q4 | $97K | Buy |
+1,904
| New | +$97K | 0.01% | 542 |
|