Creative Planning’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.8M | Buy |
383,251
+25,790
| +7% | +$2.41M | 0.03% | 226 |
|
|
2025
Q1 | $26M | Buy |
357,461
+156,914
| +78% | +$11.4M | 0.02% | 262 |
|
|
2024
Q4 | $12.1M | Buy |
200,547
+5,384
| +3% | +$325K | 0.01% | 397 |
|
|
2024
Q3 | $14.7M | Buy |
195,163
+49,491
| +34% | +$3.72M | 0.01% | 342 |
|
|
2024
Q2 | $10.6M | Buy |
145,672
+4,600
| +3% | +$334K | 0.01% | 396 |
|
|
2024
Q1 | $10.9M | Buy |
141,072
+51,430
| +57% | +$3.96M | 0.01% | 383 |
|
|
2023
Q4 | $5.52M | Buy |
89,642
+3,341
| +4% | +$206K | 0.01% | 538 |
|
|
2023
Q3 | $3.97M | Buy |
86,301
+7,446
| +9% | +$342K | 0.01% | 600 |
|
|
2023
Q2 | $3.4M | Sell |
78,855
-5,260
| -6% | -$227K | ﹤0.01% | 633 |
|
|
2023
Q1 | $2.67M | Sell |
84,115
-1,230
| -1% | -$39K | ﹤0.01% | 685 |
|
|
2022
Q4 | $2.11M | Buy |
85,345
+369
| +0.4% | +$9.13K | ﹤0.01% | 727 |
|
|
2022
Q3 | $2.25M | Sell |
84,976
-14,104
| -14% | -$374K | ﹤0.01% | 663 |
|
|
2022
Q2 | $2.03M | Buy |
99,080
+26,874
| +37% | +$550K | ﹤0.01% | 712 |
|
|
2022
Q1 | $2.58M | Buy |
72,206
+33,718
| +88% | +$1.2M | ﹤0.01% | 646 |
|
|
2021
Q4 | $1.61M | Sell |
38,488
-544
| -1% | -$22.8K | ﹤0.01% | 761 |
|
|
2021
Q3 | $1.75M | Buy |
39,032
+9,437
| +32% | +$423K | ﹤0.01% | 725 |
|
|
2021
Q2 | $1.48M | Sell |
29,595
-17,098
| -37% | -$857K | ﹤0.01% | 785 |
|
|
2021
Q1 | $2.55M | Buy |
46,693
+6,428
| +16% | +$350K | 0.01% | 617 |
|
|
2020
Q4 | $2.05M | Sell |
40,265
-53
| -0.1% | -$2.7K | ﹤0.01% | 657 |
|
|
2020
Q3 | $1.47M | Buy |
40,318
+2,238
| +6% | +$81.7K | ﹤0.01% | 668 |
|
|
2020
Q2 | $1.18M | Sell |
38,080
-2,399
| -6% | -$74.6K | ﹤0.01% | 675 |
|
|
2020
Q1 | $1.13M | Buy |
40,479
+21,753
| +116% | +$607K | ﹤0.01% | 594 |
|
|
2019
Q4 | $557K | Buy |
18,726
+822
| +5% | +$24.5K | ﹤0.01% | 1045 |
|
|
2019
Q3 | $546K | Buy |
17,904
+7,510
| +72% | +$229K | ﹤0.01% | 1009 |
|
|
2019
Q2 | $482K | Buy |
+10,394
| New | +$482K | ﹤0.01% | 1094 |
|