The Family Firm’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,088
| Closed | -$298K | – | 189 |
|
|
2025
Q1 | $298K | Hold |
4,088
| – | – | 0.07% | 164 |
|
|
2024
Q4 | $247K | Hold |
4,088
| – | – | 0.05% | 186 |
|
|
2024
Q3 | $307K | Hold |
4,088
| – | – | 0.07% | 163 |
|
|
2024
Q2 | $297K | Hold |
4,088
| – | – | 0.07% | 154 |
|
|
2024
Q1 | $315K | Hold |
4,088
| – | – | 0.08% | 152 |
|
|
2023
Q4 | $252K | Buy |
+4,088
| New | +$252K | 0.06% | 168 |
|
|
2023
Q3 | – | Sell |
-6,236
| Closed | -$269K | – | 184 |
|
|
2023
Q2 | $269K | Buy |
+6,236
| New | +$269K | 0.07% | 154 |
|