Avantax Advisory Services’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Buy |
123,995
+4,439
| +4% | +$414K | 0.06% | 244 |
|
|
2025
Q1 | $8.71M | Buy |
119,556
+19,799
| +20% | +$1.44M | 0.05% | 277 |
|
|
2024
Q4 | $6.02M | Buy |
99,757
+3,484
| +4% | +$210K | 0.04% | 345 |
|
|
2024
Q3 | $7.24M | Buy |
96,273
+9,312
| +11% | +$700K | 0.05% | 305 |
|
|
2024
Q2 | $6.32M | Buy |
86,961
+61,792
| +246% | +$4.49M | 0.05% | 308 |
|
|
2024
Q1 | $1.94M | Buy |
25,169
+4,898
| +24% | +$377K | 0.02% | 547 |
|
|
2023
Q4 | $1.25M | Buy |
20,271
+3,819
| +23% | +$235K | 0.01% | 639 |
|
|
2023
Q3 | $757K | Buy |
16,452
+1,845
| +13% | +$84.9K | 0.01% | 782 |
|
|
2023
Q2 | $631K | Buy |
14,607
+3,281
| +29% | +$142K | 0.01% | 858 |
|
|
2023
Q1 | $359K | Sell |
11,326
-721
| -6% | -$22.9K | ﹤0.01% | 1054 |
|
|
2022
Q4 | $298K | Buy |
12,047
+2,466
| +26% | +$61K | ﹤0.01% | 1109 |
|
|
2022
Q3 | $254K | Sell |
9,581
-4,853
| -34% | -$129K | ﹤0.01% | 1076 |
|
|
2022
Q2 | $295K | Buy |
14,434
+4,602
| +47% | +$94.1K | ﹤0.01% | 1016 |
|
|
2022
Q1 | $349K | Buy |
9,832
+2,472
| +34% | +$87.7K | ﹤0.01% | 934 |
|
|
2021
Q4 | $309K | Sell |
7,360
-867
| -11% | -$36.4K | ﹤0.01% | 963 |
|
|
2021
Q3 | $365K | Buy |
8,227
+1,799
| +28% | +$79.8K | 0.01% | 837 |
|
|
2021
Q2 | $323K | Buy |
6,428
+1,646
| +34% | +$82.7K | 0.01% | 871 |
|
|
2021
Q1 | $258K | Sell |
4,782
-2,095
| -30% | -$113K | 0.01% | 873 |
|
|
2020
Q4 | $351K | Buy |
6,877
+1,001
| +17% | +$51.1K | 0.01% | 667 |
|
|
2020
Q3 | $217K | Buy |
+5,876
| New | +$217K | ﹤0.01% | 1196 |
|