Capital Asset Advisory Services’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Buy |
5,035
+38
| +0.8% | +$3.5K | 0.02% | 174 |
|
|
2025
Q1 | $372K | Buy |
4,997
+534
| +12% | +$39.8K | 0.02% | 198 |
|
|
2024
Q4 | $288K | Buy |
4,463
+87
| +2% | +$5.62K | 0.01% | 253 |
|
|
2024
Q3 | $333K | Buy |
4,376
+58
| +1% | +$4.42K | 0.02% | 237 |
|
|
2024
Q2 | $308K | Sell |
4,318
-222
| -5% | -$15.8K | 0.02% | 244 |
|
|
2024
Q1 | $350K | Sell |
4,540
-55
| -1% | -$4.24K | 0.02% | 226 |
|
|
2023
Q4 | $283K | Sell |
4,595
-530
| -10% | -$32.6K | 0.02% | 244 |
|
|
2023
Q3 | $239K | Buy |
+5,125
| New | +$239K | 0.02% | 276 |
|
|
2022
Q1 | – | Sell |
-5,523
| Closed | -$232K | – | 632 |
|
|
2021
Q4 | $232K | Sell |
5,523
-798
| -13% | -$33.5K | 0.02% | 365 |
|
|
2021
Q3 | $283K | Sell |
6,321
-4,718
| -43% | -$211K | 0.03% | 356 |
|
|
2021
Q2 | $553K | Buy |
11,039
+1,491
| +16% | +$74.7K | 0.06% | 241 |
|
|
2021
Q1 | $520K | Buy |
9,548
+1,690
| +22% | +$92K | 0.08% | 240 |
|
|
2020
Q4 | $401K | Buy |
+7,858
| New | +$401K | 0.07% | 238 |
|