West Oak Capital’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280 | Buy |
+300
| New | +$280 | 0.01% | 198 |
|
|
2024
Q4 | – | Sell |
-300
| Closed | -$225 | – | 317 |
|
|
2024
Q3 | $225 | Hold |
300
| – | – | ﹤0.01% | 212 |
|
|
2024
Q2 | $21.8K | Buy |
+300
| New | +$21.8K | 0.01% | 215 |
|
|
2022
Q2 | – | Sell |
-170
| Closed | -$6K | – | 368 |
|
|
2022
Q1 | $6K | Buy |
170
+40
| +31% | +$1.41K | ﹤0.01% | 295 |
|
|
2021
Q4 | $5K | Buy |
130
+10
| +8% | +$385 | ﹤0.01% | 306 |
|
|
2021
Q3 | $5K | Hold |
120
| – | – | ﹤0.01% | 311 |
|
|
2021
Q2 | $6K | Buy |
120
+10
| +9% | +$500 | ﹤0.01% | 301 |
|
|
2021
Q1 | $6K | Buy |
110
+100
| +1,000% | +$5.46K | ﹤0.01% | 291 |
|
|
2020
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 313 |
|
|
2020
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 331 |
|
|
2020
Q2 | $0 | Buy |
10
+6
| +150% | – | ﹤0.01% | 335 |
|
|
2020
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 316 |
|