Advisor OS’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
13,130
-2,386
| -15% | -$223K | 0.12% | 118 |
|
|
2025
Q1 | $1.13M | Sell |
15,516
-727
| -4% | -$53K | 0.13% | 112 |
|
|
2024
Q4 | $980K | Sell |
16,243
-4,376
| -21% | -$264K | 0.11% | 124 |
|
|
2024
Q3 | $1.55M | Sell |
20,619
-705
| -3% | -$53K | 0.15% | 110 |
|
|
2024
Q2 | $1.55M | Buy |
21,324
+2,226
| +12% | +$162K | 0.17% | 107 |
|
|
2024
Q1 | $1.47M | Buy |
19,098
+1,811
| +10% | +$139K | 0.17% | 109 |
|
|
2023
Q4 | $1.06M | Sell |
17,287
-2,374
| -12% | -$146K | 0.14% | 136 |
|
|
2023
Q3 | $904K | Buy |
+19,661
| New | +$904K | 0.14% | 139 |
|