Rothschild Investment LLC’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Buy |
26,289
+1,658
| +7% | +$155K | 0.15% | 133 |
|
|
2025
Q1 | $1.79M | Buy |
24,631
+1,380
| +6% | +$101K | 0.12% | 157 |
|
|
2024
Q4 | $1.4M | Buy |
23,251
+5,670
| +32% | +$342K | 0.09% | 188 |
|
|
2024
Q3 | $1.32M | Sell |
17,581
-1,015
| -5% | -$76.3K | 0.09% | 202 |
|
|
2024
Q2 | $1.35M | Sell |
18,596
-2,467
| -12% | -$179K | 0.09% | 180 |
|
|
2024
Q1 | $1.62M | Sell |
21,063
-3,068
| -13% | -$236K | 0.12% | 154 |
|
|
2023
Q4 | $1.49M | Sell |
24,131
-935
| -4% | -$57.6K | 0.12% | 141 |
|
|
2023
Q3 | $1.15M | Sell |
25,066
-619
| -2% | -$28.5K | 0.1% | 189 |
|
|
2023
Q2 | $1.11M | Sell |
25,685
-140
| -0.5% | -$6.05K | 0.09% | 203 |
|
|
2023
Q1 | $819K | Sell |
25,825
-4,925
| -16% | -$156K | 0.07% | 239 |
|
|
2022
Q4 | $760K | Sell |
30,750
-5,165
| -14% | -$128K | 0.07% | 241 |
|
|
2022
Q3 | $952K | Hold |
35,915
| – | – | 0.09% | 208 |
|
|
2022
Q2 | $735K | Sell |
35,915
-9,157
| -20% | -$187K | 0.07% | 246 |
|
|
2022
Q1 | $1.61M | Sell |
45,072
-163
| -0.4% | -$5.82K | 0.13% | 161 |
|
|
2021
Q4 | $1.9M | Sell |
45,235
-535
| -1% | -$22.4K | 0.15% | 142 |
|
|
2021
Q3 | $2.05M | Sell |
45,770
-370
| -0.8% | -$16.6K | 0.17% | 132 |
|
|
2021
Q2 | $2.31M | Sell |
46,140
-4,110
| -8% | -$206K | 0.18% | 122 |
|
|
2021
Q1 | $2.74M | Sell |
50,250
-5,315
| -10% | -$290K | 0.24% | 106 |
|
|
2020
Q4 | $2.83M | Sell |
55,565
-370
| -0.7% | -$18.9K | 0.27% | 92 |
|
|
2020
Q3 | $2.04M | Buy |
55,935
+3,110
| +6% | +$113K | 0.22% | 104 |
|
|
2020
Q2 | $1.64M | Buy |
52,825
+30,475
| +136% | +$947K | 0.2% | 116 |
|
|
2020
Q1 | $624K | Buy |
+22,350
| New | +$624K | 0.08% | 217 |
|