Avitas Wealth Management’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.15M | Sell |
52,178
-522
| -1% | -$31.5K | 0.44% | 56 |
|
|
2024
Q3 | $3.96M | Sell |
52,700
-1,157
| -2% | -$87K | 0.56% | 46 |
|
|
2024
Q2 | $3.91M | Sell |
53,857
-1,046
| -2% | -$76K | 0.57% | 42 |
|
|
2024
Q1 | $4.23M | Sell |
54,903
-104
| -0.2% | -$8.01K | 0.64% | 41 |
|
|
2023
Q4 | $3.39M | Buy |
55,007
+875
| +2% | +$53.9K | 0.57% | 45 |
|
|
2023
Q3 | $2.49M | Buy |
54,132
+6,902
| +15% | +$317K | 0.47% | 56 |
|
|
2023
Q2 | $2.04M | Sell |
47,230
-420
| -0.9% | -$18.1K | 0.37% | 79 |
|
|
2023
Q1 | $1.51M | Buy |
47,650
+33,785
| +244% | +$1.07M | 0.3% | 95 |
|
|
2022
Q4 | $343K | Buy |
+13,865
| New | +$343K | 0.07% | 163 |
|
|
2022
Q2 | – | Sell |
-9,223
| Closed | -$329K | – | 231 |
|
|
2022
Q1 | $329K | Sell |
9,223
-23,322
| -72% | -$832K | 0.06% | 175 |
|
|
2021
Q4 | $1.37M | Sell |
32,545
-7,029
| -18% | -$295K | 0.23% | 112 |
|
|
2021
Q3 | $1.77M | Buy |
39,574
+15,915
| +67% | +$713K | 0.32% | 109 |
|
|
2021
Q2 | $1.19M | Buy |
23,659
+760
| +3% | +$38.1K | 0.21% | 127 |
|
|
2021
Q1 | $1.25M | Buy |
22,899
+1,250
| +6% | +$68.1K | 0.24% | 121 |
|
|
2020
Q4 | $1.1M | Buy |
21,649
+10,095
| +87% | +$515K | 0.22% | 132 |
|
|
2020
Q3 | $421K | Buy |
11,554
+570
| +5% | +$20.8K | 0.12% | 159 |
|
|
2020
Q2 | $341K | Buy |
+10,984
| New | +$341K | 0.11% | 147 |
|