Welch & Forbes’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,936
| Closed | -$237K | – | 386 |
|
|
2024
Q4 | $237K | Buy |
3,936
+148
| +4% | +$8.93K | ﹤0.01% | 354 |
|
|
2024
Q3 | $285K | Hold |
3,788
| – | – | ﹤0.01% | 338 |
|
|
2024
Q2 | $271K | Hold |
3,788
| – | – | ﹤0.01% | 340 |
|
|
2024
Q1 | $292K | Sell |
3,788
-4,000
| -51% | -$308K | ﹤0.01% | 340 |
|
|
2023
Q4 | $480K | Buy |
7,788
+500
| +7% | +$30.8K | 0.01% | 288 |
|
|
2023
Q3 | $335K | Buy |
+7,288
| New | +$335K | 0.01% | 315 |
|
|
2022
Q4 | – | Sell |
-28,160
| Closed | -$746K | – | 383 |
|
|
2022
Q3 | $746K | Buy |
28,160
+860
| +3% | +$22.8K | 0.01% | 246 |
|
|
2022
Q2 | $559K | Buy |
27,300
+11,000
| +67% | +$225K | 0.01% | 272 |
|
|
2022
Q1 | $581K | Buy |
+16,300
| New | +$581K | 0.01% | 278 |
|