Avion Wealth’s Uber UBER Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $74K | Buy |
803
+358
| +80% | +$33K | 0.02% | 169 |
|
2025
Q1 | $26K | Hold |
445
| – | – | 0.01% | 260 |
|
2024
Q4 | $26K | Buy |
445
+218
| +96% | +$12.7K | 0.01% | 260 |
|
2024
Q3 | $17K | Buy |
227
+34
| +18% | +$2.55K | ﹤0.01% | 283 |
|
2024
Q2 | $14K | Buy |
193
+49
| +34% | +$3.55K | ﹤0.01% | 281 |
|
2024
Q1 | $12K | Sell |
144
-92
| -39% | -$7.67K | ﹤0.01% | 287 |
|
2023
Q4 | $15K | Sell |
236
-101
| -30% | -$6.42K | ﹤0.01% | 238 |
|
2023
Q3 | $14K | Buy |
337
+34
| +11% | +$1.41K | ﹤0.01% | 242 |
|
2023
Q2 | $13K | Buy |
303
+73
| +32% | +$3.13K | ﹤0.01% | 271 |
|
2023
Q1 | $5K | Hold |
230
| – | – | ﹤0.01% | 325 |
|
2022
Q4 | $6K | Hold |
230
| – | – | ﹤0.01% | 304 |
|
2022
Q3 | $6K | Sell |
230
-81
| -26% | -$2.11K | ﹤0.01% | 318 |
|
2022
Q2 | $6K | Buy |
311
+111
| +56% | +$2.14K | ﹤0.01% | 314 |
|
2022
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 271 |
|
2021
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 260 |
|
2021
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 245 |
|
2021
Q2 | $10K | Buy |
200
+100
| +100% | +$5K | ﹤0.01% | 224 |
|
2021
Q1 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 271 |
|
2020
Q4 | – | Sell |
-200
| Closed | -$7K | – | 375 |
|
2020
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 214 |
|
2020
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 196 |
|
2020
Q1 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 197 |
|