Claro Advisors’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $913K | Sell |
9,782
-3,006
| -24% | -$280K | 0.15% | 130 |
|
|
2025
Q1 | $932K | Buy |
12,788
+2,061
| +19% | +$150K | 0.12% | 158 |
|
|
2024
Q4 | $647K | Sell |
10,727
-2,679
| -20% | -$162K | 0.09% | 203 |
|
|
2024
Q3 | $1.01M | Sell |
13,406
-58
| -0.4% | -$4.36K | 0.13% | 150 |
|
|
2024
Q2 | $979K | Buy |
13,464
+494
| +4% | +$35.9K | 0.15% | 128 |
|
|
2024
Q1 | $999K | Buy |
12,970
+514
| +4% | +$39.6K | 0.17% | 130 |
|
|
2023
Q4 | $767K | Buy |
12,456
+373
| +3% | +$23K | 0.17% | 142 |
|
|
2023
Q3 | $556K | Buy |
12,083
+80
| +0.7% | +$3.68K | 0.14% | 181 |
|
|
2023
Q2 | $518K | Sell |
12,003
-2,888
| -19% | -$125K | 0.13% | 189 |
|
|
2023
Q1 | $472K | Sell |
14,891
-822
| -5% | -$26.1K | 0.14% | 187 |
|
|
2022
Q4 | $389K | Buy |
15,713
+382
| +2% | +$9.45K | 0.13% | 198 |
|
|
2022
Q3 | $314K | Hold |
15,331
| – | – | 0.12% | 187 |
|
|
2022
Q2 | $314K | Buy |
15,331
+1,776
| +13% | +$36.4K | 0.12% | 187 |
|
|
2022
Q1 | $568K | Hold |
13,555
| – | – | 0.2% | 135 |
|
|
2021
Q4 | $568K | Sell |
13,555
-1,069
| -7% | -$44.8K | 0.2% | 135 |
|
|
2021
Q3 | $655K | Buy |
14,624
+2,813
| +24% | +$126K | 0.28% | 102 |
|
|
2021
Q2 | $592K | Buy |
11,811
+1,105
| +10% | +$55.4K | 0.27% | 107 |
|
|
2021
Q1 | $584K | Buy |
10,706
+273
| +3% | +$14.9K | 0.3% | 92 |
|
|
2020
Q4 | $532K | Hold |
10,433
| – | – | 0.28% | 104 |
|
|
2020
Q3 | $381K | Buy |
10,433
+16
| +0.2% | +$584 | 0.24% | 120 |
|
|
2020
Q2 | $324K | Buy |
10,417
+650
| +7% | +$20.2K | 0.22% | 124 |
|
|
2020
Q1 | $273K | Buy |
+9,767
| New | +$273K | 0.25% | 121 |
|