Concurrent Investment 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
$10.5M Buy
112,576
+16,085
+17% +$1.5M 0.2% 107
2025
Q1
$7.03M Buy
96,491
+30,207
+46% +$2.2M 0.17% 125
2024
Q4
$4M Sell
66,284
-381
-0.6% -$23K 0.11% 195
2024
Q3
$5.01M Buy
66,665
+2,813
+4% +$211K 0.15% 144
2024
Q2
$4.64M Buy
63,852
+4,800
+8% +$349K 0.15% 146
2024
Q1
$4.55M Sell
59,052
-10,440
-15% -$804K 0.18% 126
2023
Q4
$4.28M Buy
+69,492
New +$4.28M 0.2% 117