Avestar Capital’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Buy |
20,135
+129
| +0.6% | +$12K | 0.13% | 112 |
|
|
2025
Q1 | $1.46M | Buy |
20,006
+6,210
| +45% | +$452K | 0.13% | 117 |
|
|
2024
Q4 | $832K | Buy |
13,796
+1,959
| +17% | +$118K | 0.07% | 184 |
|
|
2024
Q3 | $890K | Sell |
11,837
-1,227
| -9% | -$92.2K | 0.09% | 159 |
|
|
2024
Q2 | $949K | Buy |
13,064
+1,739
| +15% | +$126K | 0.1% | 140 |
|
|
2024
Q1 | $872K | Buy |
11,325
+5,718
| +102% | +$440K | 0.09% | 146 |
|
|
2023
Q4 | $345K | Buy |
5,607
+566
| +11% | +$34.8K | 0.04% | 246 |
|
|
2023
Q3 | $232K | Sell |
5,041
-283
| -5% | -$13K | 0.03% | 278 |
|
|
2023
Q2 | $230K | Buy |
+5,324
| New | +$230K | 0.04% | 265 |
|
|
2022
Q4 | – | Sell |
-8,917
| Closed | -$236K | – | 300 |
|
|
2022
Q3 | $236K | Sell |
8,917
-1,138
| -11% | -$30.1K | 0.06% | 209 |
|
|
2022
Q2 | $206K | Sell |
10,055
-15,172
| -60% | -$311K | 0.05% | 232 |
|
|
2022
Q1 | $900K | Buy |
25,227
+11,650
| +86% | +$416K | 0.14% | 112 |
|
|
2021
Q4 | $569K | Sell |
13,577
-1,500
| -10% | -$62.9K | 0.07% | 171 |
|
|
2021
Q3 | $675K | Sell |
15,077
-174
| -1% | -$7.79K | 0.09% | 172 |
|
|
2021
Q2 | $764K | Sell |
15,251
-15,248
| -50% | -$764K | 0.1% | 165 |
|
|
2021
Q1 | $1.78M | Buy |
30,499
+22,063
| +262% | +$1.29M | 0.4% | 44 |
|
|
2020
Q4 | $430K | Sell |
8,436
-9,339
| -53% | -$476K | 0.12% | 154 |
|
|
2020
Q3 | $631K | Sell |
17,775
-3,643
| -17% | -$129K | 0.21% | 102 |
|
|
2020
Q2 | $666K | Buy |
21,418
+1,009
| +5% | +$31.4K | 0.29% | 84 |
|
|
2020
Q1 | $570K | Buy |
20,409
+8,800
| +76% | +$246K | 0.31% | 80 |
|
|
2019
Q4 | $345K | Buy |
+11,609
| New | +$345K | 0.19% | 107 |
|
|
2019
Q3 | – | Sell |
-629
| Closed | -$27K | – | 793 |
|
|
2019
Q2 | $27K | Buy |
+629
| New | +$27K | 0.02% | 357 |
|