Avantax Advisory Services’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Buy |
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|
2025
Q1 | $8.71M | Buy |
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|
2024
Q4 | $6.02M | Buy |
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|
2024
Q3 | $7.24M | Buy |
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|
2024
Q2 | $6.32M | Buy |
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|
2024
Q1 | $1.94M | Buy |
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|
2023
Q4 | $1.25M | Buy |
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|
2023
Q3 | $757K | Buy |
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|
2023
Q2 | $631K | Buy |
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|
2023
Q1 | $359K | Sell |
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|
2022
Q4 | $298K | Buy |
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|
2022
Q3 | $254K | Sell |
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|
2022
Q2 | $295K | Buy |
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|
2022
Q1 | $349K | Buy |
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|
2021
Q4 | $309K | Sell |
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|
2021
Q3 | $365K | Buy |
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|
2021
Q2 | $323K | Buy |
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|
2021
Q1 | $258K | Sell |
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|
2020
Q4 | $351K | Buy |
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|
2020
Q3 | $217K | Buy |
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