Cape Investment Advisory’s Uber UBER Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $34.6K | Buy |
371
+100
| +37% | +$9.33K | 0.01% | 417 |
|
2025
Q1 | $19.7K | Buy |
271
+46
| +20% | +$3.35K | 0.01% | 486 |
|
2024
Q4 | $13.6K | Buy |
225
+32
| +17% | +$1.93K | 0.01% | 532 |
|
2024
Q3 | $14.5K | Hold |
193
| – | – | 0.01% | 506 |
|
2024
Q2 | $14K | Sell |
193
-400
| -67% | -$29.1K | 0.01% | 471 |
|
2024
Q1 | $45.7K | Sell |
593
-103
| -15% | -$7.93K | 0.02% | 321 |
|
2023
Q4 | $42.9K | Sell |
696
-527
| -43% | -$32.4K | 0.02% | 373 |
|
2023
Q3 | $56.2K | Sell |
1,223
-200
| -14% | -$9.2K | 0.03% | 278 |
|
2023
Q2 | $61.4K | Buy |
1,423
+86
| +6% | +$3.71K | 0.03% | 259 |
|
2023
Q1 | $42.4K | Buy |
+1,337
| New | +$42.4K | 0.03% | 292 |
|