Archford Capital Strategies’s Uber UBER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$731K Sell
7,832
-420
-5% -$39.2K 0.09% 185
2025
Q1
$601K Sell
8,252
-153
-2% -$11.1K 0.09% 190
2024
Q4
$507K Sell
8,405
-147
-2% -$8.87K 0.08% 180
2024
Q3
$726K Buy
8,552
+320
+4% +$27.2K 0.11% 149
2024
Q2
$598K Sell
8,232
-14,438
-64% -$1.05M 0.1% 160
2024
Q1
$1.75M Sell
22,670
-41
-0.2% -$3.16K 0.29% 90
2023
Q4
$1.4M Sell
22,711
-5,848
-20% -$360K 0.26% 101
2023
Q3
$1.31M Sell
28,559
-897
-3% -$41.3K 0.26% 97
2023
Q2
$1.39M Sell
29,456
-864
-3% -$40.9K 0.26% 89
2023
Q1
$944K Buy
30,320
+2,817
+10% +$87.7K 0.2% 125
2022
Q4
$680K Sell
27,503
-4,639
-14% -$115K 0.16% 159
2022
Q3
$852K Buy
32,142
+153
+0.5% +$4.06K 0.22% 108
2022
Q2
$654K Buy
31,989
+5,561
+21% +$114K 0.16% 153
2022
Q1
$924K Buy
26,428
+3,803
+17% +$133K 0.21% 117
2021
Q4
$949K Buy
22,625
+765
+3% +$32.1K 0.22% 121
2021
Q3
$979K Buy
21,860
+1,341
+7% +$60.1K 0.23% 111
2021
Q2
$1.03M Buy
20,519
+1,847
+10% +$92.5K 0.26% 97
2021
Q1
$1.13M Buy
18,672
+989
+6% +$60.1K 0.3% 87
2020
Q4
$942K Buy
17,683
+1,919
+12% +$102K 0.22% 136
2020
Q3
$575K Buy
15,764
+3,734
+31% +$136K 0.15% 160
2020
Q2
$374K Buy
+12,030
New +$374K 0.11% 184