Arkadios 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 | $7.36M | Buy |
78,900
+4,140
| +6% | +$386K | 0.22% | 101 |
|
2025
Q1 | $5.45M | Buy |
74,760
+42,753
| +134% | +$3.11M | 0.21% | 115 |
|
2024
Q4 | $1.93M | Buy |
32,007
+686
| +2% | +$41.4K | 0.11% | 192 |
|
2024
Q3 | $2.35M | Buy |
31,321
+15,626
| +100% | +$1.17M | 0.13% | 159 |
|
2024
Q2 | $1.14M | Buy |
15,695
+5,284
| +51% | +$384K | 0.08% | 252 |
|
2024
Q1 | $802K | Sell |
10,411
-648
| -6% | -$49.9K | 0.06% | 283 |
|
2023
Q4 | $681K | Buy |
11,059
+222
| +2% | +$13.7K | 0.06% | 297 |
|
2023
Q3 | $498K | Buy |
10,837
+753
| +7% | +$34.6K | 0.05% | 338 |
|
2023
Q2 | $435K | Buy |
10,084
+1,306
| +15% | +$56.4K | 0.05% | 346 |
|
2023
Q1 | $278K | Buy |
+8,778
| New | +$278K | 0.03% | 460 |
|
2022
Q2 | – | Sell |
-6,271
| Closed | -$224K | – | 601 |
|
2022
Q1 | $224K | Buy |
+6,271
| New | +$224K | 0.03% | 501 |
|
2021
Q4 | – | Sell |
-2,770
| Closed | -$124K | – | 1694 |
|
2021
Q3 | $124K | Buy |
2,770
+275
| +11% | +$12.3K | 0.02% | 630 |
|
2021
Q2 | $125K | Buy |
2,495
+41
| +2% | +$2.05K | 0.02% | 665 |
|
2021
Q1 | $133K | Buy |
2,454
+500
| +26% | +$27.1K | 0.02% | 488 |
|
2020
Q4 | $99K | Buy |
1,954
+643
| +49% | +$32.6K | 0.02% | 444 |
|
2020
Q3 | $44.2K | Buy |
1,311
+1,100
| +521% | +$37.1K | 0.02% | 442 |
|
2020
Q2 | $6.53K | Buy |
211
+31
| +17% | +$959 | ﹤0.01% | 737 |
|
2020
Q1 | $5.03K | Sell |
180
-75
| -29% | -$2.09K | ﹤0.01% | 782 |
|
2019
Q4 | $10.2K | Buy |
+255
| New | +$10.2K | 0.01% | 588 |
|