Creative Financial Designs’s Uber UBER Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.29M | Buy |
24,571
+554
| +2% | +$51.7K | 0.17% | 132 |
|
2025
Q1 | $1.75M | Buy |
24,017
+472
| +2% | +$34.4K | 0.14% | 125 |
|
2024
Q4 | $1.42M | Buy |
23,545
+1,387
| +6% | +$83.7K | 0.12% | 151 |
|
2024
Q3 | $1.67M | Buy |
22,158
+1,030
| +5% | +$77.4K | 0.14% | 133 |
|
2024
Q2 | $1.54M | Sell |
21,128
-4,881
| -19% | -$355K | 0.14% | 133 |
|
2024
Q1 | $2M | Sell |
26,009
-513
| -2% | -$39.5K | 0.19% | 106 |
|
2023
Q4 | $1.63M | Buy |
26,522
+333
| +1% | +$20.5K | 0.17% | 117 |
|
2023
Q3 | $1.2M | Sell |
26,189
-10,154
| -28% | -$467K | 0.14% | 129 |
|
2023
Q2 | $1.57M | Sell |
36,343
-590
| -2% | -$25.5K | 0.18% | 105 |
|
2023
Q1 | $1.17M | Buy |
36,933
+175
| +0.5% | +$5.55K | 0.15% | 131 |
|
2022
Q4 | $909K | Buy |
36,758
+1,874
| +5% | +$46.3K | 0.13% | 139 |
|
2022
Q3 | $924K | Buy |
34,884
+1,155
| +3% | +$30.6K | 0.15% | 129 |
|
2022
Q2 | $690K | Buy |
33,729
+6,321
| +23% | +$129K | 0.11% | 153 |
|
2022
Q1 | $978K | Buy |
27,408
+26,714
| +3,849% | +$953K | 0.15% | 131 |
|
2021
Q4 | $29K | Buy |
694
+100
| +17% | +$4.18K | ﹤0.01% | 684 |
|
2021
Q3 | $27K | Hold |
594
| – | – | ﹤0.01% | 792 |
|
2021
Q2 | $30K | Hold |
594
| – | – | 0.01% | 757 |
|
2021
Q1 | $32K | Buy |
594
+169
| +40% | +$9.1K | 0.01% | 669 |
|
2020
Q4 | $22K | Sell |
425
-69
| -14% | -$3.57K | ﹤0.01% | 700 |
|
2020
Q3 | $18K | Hold |
494
| – | – | ﹤0.01% | 681 |
|
2020
Q2 | $15K | Buy |
+494
| New | +$15K | ﹤0.01% | 666 |
|
2020
Q1 | – | Sell |
-200
| Closed | -$6K | – | 631 |
|
2019
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 455 |
|
2019
Q3 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 461 |
|