Welch & Forbes’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.66M | Buy |
|
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|
2025
Q1 | – | Sell |
|
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|
2024
Q4 | $237K | Buy |
|
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|
2024
Q3 | $285K | Hold |
|
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|
2024
Q2 | $271K | Hold |
|
|||||
|
2024
Q1 | $292K | Sell |
|
|||||
|
2023
Q4 | $480K | Buy |
|
|||||
|
2023
Q3 | $335K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $746K | Buy |
|
|||||
|
2022
Q2 | $559K | Buy |
|
|||||
|
2022
Q1 | $581K | Buy |
|