Wilbanks Smith & Thomas Asset Management’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $515K | Buy |
6,694
+22
| +0.3% | +$1.69K | 0.01% | 342 |
|
|
2023
Q4 | $411K | Buy |
6,672
+382
| +6% | +$23.5K | 0.01% | 365 |
|
|
2023
Q3 | $289K | Buy |
+6,290
| New | +$289K | 0.01% | 409 |
|
|
2022
Q4 | – | Sell |
-10,041
| Closed | -$266K | – | 518 |
|
|
2022
Q3 | $266K | Sell |
10,041
-6,492
| -39% | -$172K | 0.01% | 392 |
|
|
2022
Q2 | $338K | Buy |
16,533
+3,336
| +25% | +$68.2K | 0.01% | 361 |
|
|
2022
Q1 | $389K | Sell |
13,197
-145,586
| -92% | -$4.29M | 0.02% | 345 |
|
|
2021
Q4 | $6.66M | Sell |
158,783
-1,194
| -0.7% | -$50.1K | 0.23% | 99 |
|
|
2021
Q3 | $7.17M | Buy |
159,977
+15,683
| +11% | +$703K | 0.28% | 87 |
|
|
2021
Q2 | $7.23M | Buy |
144,294
+13,014
| +10% | +$652K | 0.28% | 77 |
|
|
2021
Q1 | $7.16M | Buy |
+131,280
| New | +$7.16M | 0.31% | 72 |
|