Beaumont Financial Advisors’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Sell |
3,655
-301
| -8% | -$28.1K | 0.02% | 276 |
|
|
2025
Q1 | $288K | Buy |
3,956
+570
| +17% | +$41.5K | 0.02% | 297 |
|
|
2024
Q4 | $204K | Buy |
3,386
+423
| +14% | +$25.5K | 0.02% | 359 |
|
|
2024
Q3 | $223K | Buy |
2,963
+51
| +2% | +$3.83K | 0.02% | 324 |
|
|
2024
Q2 | $212K | Sell |
2,912
-84
| -3% | -$6.11K | 0.02% | 343 |
|
|
2024
Q1 | $231K | Buy |
+2,996
| New | +$231K | 0.02% | 327 |
|