ProVise Management Group’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 |
-3,505
| Closed | -$263K | – | 291 |
|
|
2024
Q3 | $263K | Sell |
3,505
-500
| -12% | -$37.6K | 0.02% | 256 |
|
|
2024
Q2 | $291K | Hold |
4,005
| – | – | 0.02% | 243 |
|
|
2024
Q1 | $308K | Buy |
4,005
+500
| +14% | +$38.5K | 0.03% | 239 |
|
|
2023
Q4 | $216K | Sell |
3,505
-1,000
| -22% | -$61.6K | 0.02% | 315 |
|
|
2023
Q3 | $207K | Buy |
+4,505
| New | +$207K | 0.02% | 313 |
|
|
2022
Q2 | – | Sell |
-12,124
| Closed | -$433K | – | 374 |
|
|
2022
Q1 | $433K | Buy |
12,124
+1,050
| +9% | +$37.5K | 0.04% | 238 |
|
|
2021
Q4 | $464K | Buy |
11,074
+1,913
| +21% | +$80.2K | 0.04% | 248 |
|
|
2021
Q3 | $410K | Buy |
9,161
+2,557
| +39% | +$114K | 0.04% | 247 |
|
|
2021
Q2 | $331K | Buy |
6,604
+101
| +2% | +$5.06K | 0.03% | 271 |
|
|
2021
Q1 | $354K | Buy |
6,503
+345
| +6% | +$18.8K | 0.04% | 254 |
|
|
2020
Q4 | $314K | Buy |
+6,158
| New | +$314K | 0.04% | 255 |
|
|
2020
Q3 | – | Sell |
-10,487
| Closed | -$326K | – | 308 |
|
|
2020
Q2 | $326K | Buy |
+10,487
| New | +$326K | 0.05% | 222 |
|