Annis Gardner Whiting Capital Advisors’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Buy |
20,778
+260
| +1% | +$24.3K | 0.67% | 25 |
|
|
2025
Q1 | $1.49M | Sell |
20,518
-9,565
| -32% | -$697K | 0.63% | 32 |
|
|
2024
Q4 | $1.81M | Sell |
30,083
-2,508
| -8% | -$151K | 0.51% | 36 |
|
|
2024
Q3 | $2.45M | Sell |
32,591
-1,218
| -4% | -$91.5K | 0.69% | 17 |
|
|
2024
Q2 | $2.46M | Buy |
33,809
+20,960
| +163% | +$1.52M | 0.7% | 17 |
|
|
2024
Q1 | $989K | Sell |
12,849
-472
| -4% | -$36.3K | 0.35% | 50 |
|
|
2023
Q4 | $820K | Buy |
13,321
+2,101
| +19% | +$129K | 0.36% | 52 |
|
|
2023
Q3 | $516K | Buy |
+11,220
| New | +$516K | 0.28% | 67 |
|