Center for Financial Planning’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Hold |
2,473
| – | – | 0.03% | 155 |
|
|
2025
Q1 | $180K | Hold |
2,473
| – | – | 0.02% | 162 |
|
|
2024
Q4 | $149K | Buy |
2,473
+1,823
| +280% | +$110K | 0.02% | 171 |
|
|
2024
Q3 | $48.9K | Hold |
650
| – | – | 0.01% | 258 |
|
|
2024
Q2 | $47.2K | Hold |
650
| – | – | 0.01% | 239 |
|
|
2024
Q1 | $50K | Hold |
650
| – | – | 0.01% | 239 |
|
|
2023
Q4 | $40K | Hold |
650
| – | – | 0.01% | 250 |
|
|
2023
Q3 | $29.9K | Sell |
650
-650
| -50% | -$29.9K | 0.01% | 262 |
|
|
2023
Q2 | $56.1K | Hold |
1,300
| – | – | 0.01% | 210 |
|
|
2023
Q1 | $41.2K | Sell |
1,300
-10
| -0.8% | -$317 | 0.01% | 238 |
|
|
2022
Q4 | $32.4K | Hold |
1,310
| – | – | 0.01% | 254 |
|
|
2022
Q3 | $35K | Buy |
1,310
+1,300
| +13,000% | +$34.7K | 0.01% | 242 |
|
|
2022
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 563 |
|
|
2022
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 574 |
|
|
2021
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 567 |
|
|
2021
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 530 |
|
|
2021
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 487 |
|
|
2021
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 517 |
|
|
2020
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 459 |
|
|
2020
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 468 |
|
|
2020
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 571 |
|
|
2020
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 602 |
|
|
2019
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 461 |
|