Cornerstone Advisory’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $484K | Buy |
5,192
+90
| +2% | +$8.4K | 0.05% | 150 |
|
|
2025
Q1 | $438K | Buy |
5,102
+713
| +16% | +$61.2K | 0.05% | 149 |
|
|
2024
Q4 | $349K | Buy |
4,389
+660
| +18% | +$52.4K | 0.04% | 174 |
|
|
2024
Q3 | $280K | Sell |
3,729
-850
| -19% | -$63.9K | 0.04% | 185 |
|
|
2024
Q2 | $333K | Sell |
4,579
-120
| -3% | -$8.72K | 0.05% | 160 |
|
|
2024
Q1 | $362K | Buy |
4,699
+1,426
| +44% | +$110K | 0.05% | 167 |
|
|
2023
Q4 | $202K | Buy |
+3,273
| New | +$202K | 0.03% | 217 |
|
|
2022
Q1 | – | Sell |
-5,400
| Closed | -$226K | – | 745 |
|
|
2021
Q4 | $226K | Sell |
5,400
-4,265
| -44% | -$178K | 0.03% | 237 |
|
|
2021
Q3 | $433K | Sell |
9,665
-870
| -8% | -$39K | 0.07% | 170 |
|
|
2021
Q2 | $528K | Buy |
10,535
+1,595
| +18% | +$79.9K | 0.09% | 154 |
|
|
2021
Q1 | $487K | Buy |
+8,940
| New | +$487K | 0.09% | 156 |
|