West Family Investments’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $745K | Buy |
7,988
+4,218
| +112% | +$394K | 0.19% | 112 |
|
|
2025
Q1 | $275K | Sell |
3,770
-1,940
| -34% | -$141K | 0.1% | 181 |
|
|
2024
Q4 | $344K | Sell |
5,710
-82
| -1% | -$4.95K | 0.12% | 171 |
|
|
2024
Q3 | $435K | Buy |
5,792
+1,714
| +42% | +$129K | 0.15% | 141 |
|
|
2024
Q2 | $296K | Hold |
4,078
| – | – | 0.09% | 178 |
|
|
2024
Q1 | $314K | Hold |
4,078
| – | – | 0.1% | 171 |
|
|
2023
Q4 | $251K | Buy |
+4,078
| New | +$251K | 0.09% | 184 |
|
|
2022
Q1 | – | Sell |
-5,884
| Closed | -$247K | – | 346 |
|
|
2021
Q4 | $247K | Buy |
+5,884
| New | +$247K | 0.07% | 248 |
|
|
2021
Q2 | – | Sell |
-30,075
| Closed | -$1.64M | – | 379 |
|
|
2021
Q1 | $1.64M | Buy |
30,075
+75
| +0.3% | +$4.09K | 0.6% | 51 |
|
|
2020
Q4 | $1.53K | Buy |
+30,000
| New | +$1.53K | 0.47% | 62 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 98 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 91 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 91 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 86 |
|