Allworth Financial’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Buy |
27,932
+6,219
| +29% | +$580K | 0.01% | 431 |
|
|
2025
Q1 | $1.7M | Buy |
21,713
+1,332
| +7% | +$104K | 0.01% | 429 |
|
|
2024
Q4 | $1.38M | Buy |
20,381
+1,663
| +9% | +$113K | 0.01% | 466 |
|
|
2024
Q3 | $1.41M | Buy |
18,718
+2,135
| +13% | +$160K | 0.01% | 388 |
|
|
2024
Q2 | $1.12M | Buy |
16,583
+1,185
| +8% | +$79.8K | 0.01% | 412 |
|
|
2024
Q1 | $1.19M | Sell |
15,398
-290
| -2% | -$22.3K | 0.01% | 388 |
|
|
2023
Q4 | $966K | Buy |
15,688
+1,810
| +13% | +$111K | 0.01% | 412 |
|
|
2023
Q3 | $638K | Buy |
13,878
+5,352
| +63% | +$246K | 0.01% | 436 |
|
|
2023
Q2 | $368K | Buy |
8,526
+3,466
| +68% | +$150K | ﹤0.01% | 568 |
|
|
2023
Q1 | $160K | Buy |
5,060
+1,414
| +39% | +$44.8K | ﹤0.01% | 701 |
|
|
2022
Q4 | $90.2K | Buy |
3,646
+284
| +8% | +$7.02K | ﹤0.01% | 842 |
|
|
2022
Q3 | $89K | Buy |
3,362
+650
| +24% | +$17.2K | ﹤0.01% | 801 |
|
|
2022
Q2 | $55K | Buy |
2,712
+287
| +12% | +$5.82K | ﹤0.01% | 873 |
|
|
2022
Q1 | $87K | Buy |
2,425
+1,283
| +112% | +$46K | ﹤0.01% | 756 |
|
|
2021
Q4 | $48K | Sell |
1,142
-17
| -1% | -$715 | ﹤0.01% | 849 |
|
|
2021
Q3 | $52K | Buy |
1,159
+100
| +9% | +$4.49K | ﹤0.01% | 772 |
|
|
2021
Q2 | $53K | Sell |
1,059
-105
| -9% | -$5.26K | ﹤0.01% | 604 |
|
|
2021
Q1 | $63K | Buy |
1,164
+740
| +175% | +$40.1K | ﹤0.01% | 531 |
|
|
2020
Q4 | $22K | Hold |
424
| – | – | ﹤0.01% | 656 |
|
|
2020
Q3 | $15K | Sell |
424
-86
| -17% | -$3.04K | ﹤0.01% | 627 |
|
|
2020
Q2 | $16K | Sell |
510
-262
| -34% | -$8.22K | ﹤0.01% | 634 |
|
|
2020
Q1 | $21K | Buy |
772
+619
| +405% | +$16.8K | ﹤0.01% | 552 |
|
|
2019
Q4 | $5K | Hold |
153
| – | – | ﹤0.01% | 774 |
|
|
2019
Q3 | $5K | Hold |
153
| – | – | ﹤0.01% | 689 |
|
|
2019
Q2 | $7K | Buy |
+153
| New | +$7K | ﹤0.01% | 641 |
|