Samalin Investment Counsel’s Uber UBER Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $281K | Sell |
3,013
-28
| -0.9% | -$2.61K | 0.11% | 257 |
|
2025
Q1 | $222K | Buy |
+3,041
| New | +$222K | 0.09% | 278 |
|
2024
Q4 | – | Sell |
-2,758
| Closed | -$207K | – | 320 |
|
2024
Q3 | $207K | Buy |
+2,758
| New | +$207K | 0.09% | 259 |
|
2022
Q2 | – | Sell |
-9,425
| Closed | -$336K | – | 251 |
|
2022
Q1 | $336K | Hold |
9,425
| – | – | 0.2% | 154 |
|
2021
Q4 | $395K | Sell |
9,425
-196
| -2% | -$8.21K | 0.24% | 132 |
|
2021
Q3 | $431K | Hold |
9,621
| – | – | 0.28% | 112 |
|
2021
Q2 | $482K | Sell |
9,621
-103
| -1% | -$5.16K | 0.31% | 103 |
|
2021
Q1 | $530K | Sell |
9,724
-96
| -1% | -$5.23K | 0.36% | 92 |
|
2020
Q4 | $501K | Sell |
9,820
-2,011
| -17% | -$103K | 0.38% | 80 |
|
2020
Q3 | $432K | Sell |
11,831
-400
| -3% | -$14.6K | 0.39% | 83 |
|
2020
Q2 | $380K | Buy |
+12,231
| New | +$380K | 0.4% | 76 |
|
2020
Q1 | – | Sell |
-2,049
| Closed | -$60K | – | 488 |
|
2019
Q4 | $60K | Buy |
+2,049
| New | +$60K | 0.05% | 267 |
|