Acorn Financial Advisory Services’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Buy |
+2,679
| New | +$250K | 0.04% | 175 |
|
|
2024
Q4 | – | Sell |
-2,694
| Closed | -$202K | – | 218 |
|
|
2024
Q3 | $202K | Sell |
2,694
-1,400
| -34% | -$105K | 0.04% | 198 |
|
|
2024
Q2 | $298K | Buy |
4,094
+14
| +0.3% | +$1.02K | 0.06% | 155 |
|
|
2024
Q1 | $314K | Buy |
4,080
+15
| +0.4% | +$1.16K | 0.06% | 154 |
|
|
2023
Q4 | $250K | Sell |
4,065
-7,513
| -65% | -$463K | 0.04% | 218 |
|
|
2023
Q3 | $532K | Buy |
+11,578
| New | +$532K | 0.1% | 125 |
|