CBIZ Investment 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
$57.1K Buy
612
+146
+31% +$13.6K ﹤0.01% 118
2025
Q1
$34K Buy
466
+138
+42% +$10.1K ﹤0.01% 150
2024
Q4
$19.8K Buy
328
+28
+9% +$1.69K ﹤0.01% 216
2024
Q3
$22.5K Hold
300
﹤0.01% 172
2024
Q2
$21.8K Hold
300
﹤0.01% 157
2024
Q1
$23.1K Buy
+300
New +$23.1K ﹤0.01% 156
2020
Q2
Hold
0
199
2020
Q1
Hold
0
234