Center for Financial Planning’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $218K | Sell |
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|
2025
Q2 | $231K | Hold |
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|
2025
Q1 | $180K | Hold |
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|
2024
Q4 | $149K | Buy |
|
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|
2024
Q3 | $48.9K | Hold |
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|
2024
Q2 | $47.2K | Hold |
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|
2024
Q1 | $50K | Hold |
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|
2023
Q4 | $40K | Hold |
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|
2023
Q3 | $29.9K | Sell |
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|
2023
Q2 | $56.1K | Hold |
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|
2023
Q1 | $41.2K | Sell |
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|
2022
Q4 | $32.4K | Hold |
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|
2022
Q3 | $35K | Buy |
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|
2022
Q2 | $0 | Hold |
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|
2022
Q1 | $0 | Hold |
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|
2021
Q4 | $0 | Hold |
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|
2021
Q3 | $0 | Hold |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Hold |
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|
2020
Q4 | $1K | Hold |
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|
2020
Q3 | $0 | Hold |
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|
2020
Q2 | $0 | Hold |
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|
2020
Q1 | $0 | Hold |
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|
2019
Q4 | $0 | Buy |
|