WF
WoodTrust Financial’s Uber UBER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36M | Buy |
25,300
+800
| +3% | +$74.6K | 0.3% | 47 |
|
|
2025
Q1 | $1.79M | Buy |
24,500
+1,968
| +9% | +$143K | 0.25% | 58 |
|
|
2024
Q4 | $1.36M | Sell |
22,532
-1,177
| -5% | -$71K | 0.19% | 74 |
|
|
2024
Q3 | $1.78M | Sell |
23,709
-1,750
| -7% | -$132K | 0.25% | 61 |
|
|
2024
Q2 | $1.85M | Buy |
25,459
+2,500
| +11% | +$182K | 0.29% | 62 |
|
|
2024
Q1 | $1.77K | Buy |
22,959
+9
| +0% | +$1 | 0.28% | 61 |
|
|
2023
Q4 | $1.41M | Sell |
22,950
-18,000
| -44% | -$1.11M | 0.24% | 67 |
|
|
2023
Q3 | $1.88M | Hold |
40,950
| – | – | 0.36% | 52 |
|
|
2023
Q2 | $1.77M | Hold |
40,950
| – | – | 0.33% | 57 |
|
|
2023
Q1 | $1.3M | Hold |
40,950
| – | – | 0.25% | 67 |
|
|
2022
Q4 | $1.01M | Buy |
40,950
+2,500
| +7% | +$61.8K | 0.21% | 71 |
|
|
2022
Q3 | $1.02M | Buy |
38,450
+9,000
| +31% | +$239K | 0.23% | 71 |
|
|
2022
Q2 | $602K | Sell |
29,450
-8,500
| -22% | -$174K | 0.14% | 90 |
|
|
2022
Q1 | $1.35M | Buy |
37,950
+5,250
| +16% | +$187K | 0.27% | 59 |
|
|
2021
Q4 | $1.37M | Buy |
32,700
+16,900
| +107% | +$709K | 0.28% | 50 |
|
|
2021
Q3 | $708K | Buy |
15,800
+10,150
| +180% | +$455K | 0.17% | 76 |
|
|
2021
Q2 | $283K | Buy |
+5,650
| New | +$283K | 0.07% | 110 |
|