Clearstead 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 | $23.5M | Buy |
251,697
+7,582
| +3% | +$707K | 0.33% | 62 |
|
|
2025
Q1 | $17.8M | Buy |
244,115
+214,826
| +733% | +$15.7M | 0.28% | 81 |
|
|
2024
Q4 | $1.77M | Sell |
29,289
-141
| -0.5% | -$8.51K | 0.03% | 311 |
|
|
2024
Q3 | $2.21M | Buy |
29,430
+19,526
| +197% | +$1.47M | 0.03% | 283 |
|
|
2024
Q2 | $720K | Buy |
9,904
+7,053
| +247% | +$513K | 0.01% | 466 |
|
|
2024
Q1 | $188K | Buy |
2,851
+51
| +2% | +$3.37K | 0.01% | 480 |
|
|
2023
Q4 | $172K | Sell |
2,800
-10,000
| -78% | -$616K | 0.01% | 474 |
|
|
2023
Q3 | $589K | Buy |
12,800
+3,806
| +42% | +$175K | 0.02% | 383 |
|
|
2023
Q2 | $388K | Buy |
8,994
+2,732
| +44% | +$118K | 0.02% | 326 |
|
|
2023
Q1 | $198K | Sell |
6,262
-1,055
| -14% | -$33.4K | 0.01% | 397 |
|
|
2022
Q4 | $181K | Sell |
7,317
-400
| -5% | -$9.89K | 0.01% | 395 |
|
|
2022
Q3 | $204K | Buy |
7,717
+8
| +0.1% | +$211 | 0.02% | 357 |
|
|
2022
Q2 | $158K | Buy |
7,709
+1,613
| +26% | +$33.1K | 0.01% | 411 |
|
|
2022
Q1 | $217K | Hold |
6,096
| – | – | 0.01% | 391 |
|
|
2021
Q4 | $256K | Sell |
6,096
-1,572
| -21% | -$66K | 0.02% | 350 |
|
|
2021
Q3 | $344K | Buy |
7,668
+1,021
| +15% | +$45.8K | 0.03% | 289 |
|
|
2021
Q2 | $333K | Hold |
6,647
| – | – | 0.03% | 274 |
|
|
2021
Q1 | $362K | Buy |
6,647
+348
| +6% | +$19K | 0.03% | 253 |
|
|
2020
Q4 | $321K | Buy |
6,299
+605
| +11% | +$30.8K | 0.03% | 256 |
|
|
2020
Q3 | $208K | Sell |
5,694
-200
| -3% | -$7.31K | 0.02% | 274 |
|
|
2020
Q2 | $183K | Buy |
5,894
+450
| +8% | +$14K | 0.02% | 279 |
|
|
2020
Q1 | $152K | Buy |
+5,444
| New | +$152K | 0.02% | 269 |
|