Carr Financial Group’s Uber UBER Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $868K | Sell |
9,301
-1,607
| -15% | -$150K | 0.26% | 68 |
|
2025
Q1 | $795K | Buy |
+10,908
| New | +$795K | 0.26% | 70 |
|
2024
Q4 | – | Sell |
-4,259
| Closed | -$320K | – | 196 |
|
2024
Q3 | $320K | Buy |
4,259
+579
| +16% | +$43.5K | 0.09% | 151 |
|
2024
Q2 | $267K | Buy |
+3,680
| New | +$267K | 0.09% | 162 |
|