Whittier Trust’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
11,000
+59
| +0.5% | +$5.51K | 0.01% | 382 |
|
|
2025
Q1 | $797K | Buy |
10,941
+70
| +0.6% | +$5.1K | 0.01% | 414 |
|
|
2024
Q4 | $656K | Buy |
10,871
+451
| +4% | +$27.2K | 0.01% | 448 |
|
|
2024
Q3 | $783K | Sell |
10,420
-2,888
| -22% | -$217K | 0.01% | 430 |
|
|
2024
Q2 | $967K | Sell |
13,308
-1,723
| -11% | -$125K | 0.01% | 366 |
|
|
2024
Q1 | $1.16M | Hold |
15,031
| – | – | 0.02% | 337 |
|
|
2023
Q4 | $925K | Sell |
15,031
-1,071
| -7% | -$65.9K | 0.02% | 370 |
|
|
2023
Q3 | $741K | Buy |
16,102
+484
| +3% | +$22.3K | 0.01% | 395 |
|
|
2023
Q2 | $674K | Sell |
15,618
-74,573
| -83% | -$3.22M | 0.01% | 414 |
|
|
2023
Q1 | $2.86M | Buy |
90,191
+300
| +0.3% | +$9.51K | 0.05% | 240 |
|
|
2022
Q4 | $2.22M | Buy |
89,891
+1,457
| +2% | +$36K | 0.04% | 265 |
|
|
2022
Q3 | $2.34M | Buy |
88,434
+6,863
| +8% | +$182K | 0.05% | 246 |
|
|
2022
Q2 | $1.67M | Buy |
81,571
+70,631
| +646% | +$1.44M | 0.03% | 289 |
|
|
2022
Q1 | $390K | Buy |
10,940
+10,369
| +1,816% | +$370K | 0.01% | 539 |
|
|
2021
Q4 | $24K | Sell |
571
-513
| -47% | -$21.6K | ﹤0.01% | 1143 |
|
|
2021
Q3 | $49K | Buy |
1,084
+534
| +97% | +$24.1K | ﹤0.01% | 941 |
|
|
2021
Q2 | $28K | Hold |
550
| – | – | ﹤0.01% | 1083 |
|
|
2021
Q1 | $30K | Buy |
+550
| New | +$30K | ﹤0.01% | 1052 |
|
|
2020
Q2 | – | Sell |
-150
| Closed | -$4K | – | 1514 |
|
|
2020
Q1 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 1272 |
|