AAS
Annex Advisory Services’s Uber UBER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.6M | Buy |
552,662
+145,071
| +36% | +$13.5M | 1.24% | 23 |
|
|
2025
Q1 | $29.7M | Buy |
407,591
+159,248
| +64% | +$11.6M | 0.84% | 36 |
|
|
2024
Q4 | $15M | Buy |
+248,343
| New | +$15M | 0.45% | 54 |
|
|
2024
Q2 | – | Sell |
-2,622
| Closed | -$202K | – | 306 |
|
|
2024
Q1 | $202K | Buy |
+2,622
| New | +$202K | 0.01% | 271 |
|