Westbourne Investment Advisors’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.9M | Sell |
191,677
-1,410
| -0.7% | -$132K | 5.43% | 4 |
|
|
2025
Q1 | $14.1M | Buy |
193,087
+2,009
| +1% | +$146K | 5% | 5 |
|
|
2024
Q4 | $11.5M | Buy |
191,078
+3,895
| +2% | +$235K | 3.94% | 5 |
|
|
2024
Q3 | $14.1M | Sell |
187,183
-169
| -0.1% | -$12.7K | 4.92% | 5 |
|
|
2024
Q2 | $13.6M | Sell |
187,352
-1,437
| -0.8% | -$104K | 4.93% | 5 |
|
|
2024
Q1 | $14.5M | Sell |
188,789
-16,934
| -8% | -$1.3M | 5.35% | 4 |
|
|
2023
Q4 | $12.7M | Sell |
205,723
-2,613
| -1% | -$161K | 5.07% | 4 |
|
|
2023
Q3 | $9.58M | Sell |
208,336
-8,648
| -4% | -$398K | 4.4% | 4 |
|
|
2023
Q2 | $9.37M | Sell |
216,984
-3,361
| -2% | -$145K | 4.19% | 5 |
|
|
2023
Q1 | $6.99M | Sell |
220,345
-10,676
| -5% | -$338K | 3.38% | 6 |
|
|
2022
Q4 | $5.71M | Sell |
231,021
-200
| -0.1% | -$4.95K | 2.89% | 9 |
|
|
2022
Q3 | $6.13M | Buy |
231,221
+614
| +0.3% | +$16.3K | 3.25% | 6 |
|
|
2022
Q2 | $4.72M | Buy |
230,607
+63,335
| +38% | +$1.3M | 2.93% | 11 |
|
|
2022
Q1 | $5.97M | Buy |
167,272
+25,672
| +18% | +$916K | 2.47% | 16 |
|
|
2021
Q4 | $5.94M | Buy |
141,600
+7,650
| +6% | +$321K | 2.33% | 15 |
|
|
2021
Q3 | $6M | Buy |
133,950
+9,794
| +8% | +$439K | 2.73% | 10 |
|
|
2021
Q2 | $6.22M | Buy |
124,156
+8,119
| +7% | +$407K | 2.82% | 10 |
|
|
2021
Q1 | $6.33M | Buy |
116,037
+9,653
| +9% | +$526K | 3.15% | 8 |
|
|
2020
Q4 | $5.43M | Buy |
+106,384
| New | +$5.43M | 3.17% | 9 |
|
|
2020
Q1 | – | Sell |
-24,960
| Closed | -$742K | – | 92 |
|
|
2019
Q4 | $742K | Buy |
24,960
+17,285
| +225% | +$514K | 0.51% | 51 |
|
|
2019
Q3 | $234K | Buy |
+7,675
| New | +$234K | 0.17% | 88 |
|