Westover Capital 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 | $580K | Hold |
6,215
| – | – | 0.12% | 134 |
|
|
2025
Q1 | $453K | Hold |
6,215
| – | – | 0.1% | 154 |
|
|
2024
Q4 | $375K | Hold |
6,215
| – | – | 0.08% | 168 |
|
|
2024
Q3 | $467K | Sell |
6,215
-1,670
| -21% | -$126K | 0.09% | 155 |
|
|
2024
Q2 | $573K | Buy |
7,885
+115
| +1% | +$8.36K | 0.15% | 117 |
|
|
2024
Q1 | $598K | Hold |
7,770
| – | – | 0.18% | 101 |
|
|
2023
Q4 | $478K | Hold |
7,770
| – | – | 0.16% | 106 |
|
|
2023
Q3 | $357K | Hold |
7,770
| – | – | 0.13% | 125 |
|
|
2023
Q2 | $335K | Buy |
+7,770
| New | +$335K | 0.12% | 130 |
|
|
2021
Q3 | – | Sell |
-4,400
| Closed | -$221K | – | 188 |
|
|
2021
Q2 | $221K | Hold |
4,400
| – | – | 0.07% | 171 |
|
|
2021
Q1 | $240K | Hold |
4,400
| – | – | 0.08% | 155 |
|
|
2020
Q4 | $224K | Buy |
+4,400
| New | +$224K | 0.08% | 139 |
|