Summit Trail Advisors’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Buy |
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|
2025
Q1 | $10.5M | Buy |
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|
2024
Q4 | $8.21M | Buy |
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|
2024
Q3 | $4.75M | Buy |
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|
2024
Q2 | $4.39M | Buy |
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|
2024
Q1 | $4.58M | Sell |
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|
2023
Q4 | $3.98M | Sell |
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|
2023
Q3 | $3.27M | Sell |
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|
2023
Q2 | $3.73M | Sell |
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|
2023
Q1 | $3.15M | Sell |
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|
2022
Q4 | $2.63M | Sell |
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|
2022
Q3 | $2.85M | Sell |
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|
2022
Q2 | $2.31M | Buy |
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|
2022
Q1 | $3.99M | Sell |
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|
2021
Q4 | $4.7M | Buy |
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|
2021
Q3 | $5.01M | Sell |
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|
2021
Q2 | $5.66M | Buy |
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|
2021
Q1 | $6.08M | Buy |
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|
2020
Q4 | $5.69M | Sell |
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|
2020
Q3 | $5.25M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $4.01M | Sell |
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|
2019
Q4 | $8.55M | Buy |
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