Seven Post Investment Office’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-25,000
| Closed | -$1.08M | – | 54 |
|
|
2023
Q2 | $1.08M | Hold |
25,000
| – | – | 0.33% | 26 |
|
|
2023
Q1 | $793K | Hold |
25,000
| – | – | 0.29% | 28 |
|
|
2022
Q4 | $618K | Hold |
25,000
| – | – | 0.22% | 30 |
|
|
2022
Q3 | $663K | Hold |
25,000
| – | – | 0.26% | 25 |
|
|
2022
Q2 | $512K | Hold |
25,000
| – | – | 0.19% | 26 |
|
|
2022
Q1 | $892K | Hold |
25,000
| – | – | 0.27% | 24 |
|
|
2021
Q4 | $1.05M | Hold |
25,000
| – | – | 0.28% | 24 |
|
|
2021
Q3 | $1.12M | Hold |
25,000
| – | – | 0.35% | 24 |
|
|
2021
Q2 | $1.25M | Hold |
25,000
| – | – | 0.38% | 20 |
|
|
2021
Q1 | $1.36M | Hold |
25,000
| – | – | 0.48% | 18 |
|
|
2020
Q4 | $1.28M | Sell |
25,000
-6,000
| -19% | -$306K | 0.52% | 16 |
|
|
2020
Q3 | $1.13M | Sell |
31,000
-29,903
| -49% | -$1.09M | 0.45% | 16 |
|
|
2020
Q2 | $1.89M | Hold |
60,903
| – | – | 0.8% | 16 |
|
|
2020
Q1 | $1.7M | Sell |
60,903
-17,625
| -22% | -$492K | 0.89% | 15 |
|
|
2019
Q4 | $2.34M | Buy |
+78,528
| New | +$2.34M | 1.69% | 8 |
|