Arete Wealth 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 | $1.63M | Sell |
17,513
-15,788
| -47% | -$1.47M | 0.12% | 182 |
|
|
2025
Q1 | $2.43M | Buy |
33,301
+26,781
| +411% | +$1.95M | 0.19% | 115 |
|
|
2024
Q4 | $393K | Sell |
6,520
-1,106
| -15% | -$66.7K | 0.03% | 480 |
|
|
2024
Q3 | $573K | Sell |
7,626
-2,120
| -22% | -$159K | 0.05% | 337 |
|
|
2024
Q2 | $708K | Buy |
+9,746
| New | +$708K | 0.06% | 313 |
|
|
2024
Q1 | – | Sell |
-9,907
| Closed | -$610K | – | 711 |
|
|
2023
Q4 | $610K | Buy |
9,907
+994
| +11% | +$61.2K | 0.05% | 355 |
|
|
2023
Q3 | $410K | Buy |
8,913
+525
| +6% | +$24.2K | 0.07% | 275 |
|
|
2023
Q2 | $362K | Sell |
8,388
-817
| -9% | -$35.3K | 0.03% | 442 |
|
|
2023
Q1 | $292K | Sell |
9,205
-1,214
| -12% | -$38.5K | 0.02% | 478 |
|
|
2022
Q4 | $258M | Sell |
10,419
-16,051
| -61% | -$397M | 0.02% | 499 |
|
|
2022
Q3 | $701K | Buy |
26,470
+7,252
| +38% | +$192K | 0.07% | 241 |
|
|
2022
Q2 | $408K | Buy |
19,218
+734
| +4% | +$15.6K | 0.04% | 281 |
|
|
2022
Q1 | $779K | Sell |
18,484
-4,237
| -19% | -$179K | 0.07% | 213 |
|
|
2021
Q4 | $961K | Buy |
22,721
+4,865
| +27% | +$206K | 0.08% | 193 |
|
|
2021
Q3 | $800K | Buy |
17,856
+7,934
| +80% | +$355K | 0.09% | 191 |
|
|
2021
Q2 | $492K | Buy |
+9,922
| New | +$492K | 0.07% | 207 |
|
|
2020
Q2 | – | Sell |
-32,547
| Closed | -$909K | – | 405 |
|
|
2020
Q1 | $909K | Buy |
+32,547
| New | +$909K | 0.18% | 130 |
|