Creative Planning’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.8M | Buy |
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|
2025
Q1 | $26M | Buy |
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|
2024
Q4 | $12.1M | Buy |
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|
2024
Q3 | $14.7M | Buy |
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|
2024
Q2 | $10.6M | Buy |
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|
2024
Q1 | $10.9M | Buy |
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|
2023
Q4 | $5.52M | Buy |
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|
2023
Q3 | $3.97M | Buy |
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|
2023
Q2 | $3.4M | Sell |
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|
2023
Q1 | $2.67M | Sell |
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|
2022
Q4 | $2.11M | Buy |
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|
2022
Q3 | $2.25M | Sell |
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|
2022
Q2 | $2.03M | Buy |
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|
2022
Q1 | $2.58M | Buy |
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|
2021
Q4 | $1.61M | Sell |
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|
2021
Q3 | $1.75M | Buy |
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|
2021
Q2 | $1.48M | Sell |
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|
2021
Q1 | $2.54M | Buy |
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|
2020
Q4 | $2.05M | Sell |
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|
2020
Q3 | $1.47M | Buy |
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|
2020
Q2 | $1.18M | Sell |
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|
2020
Q1 | $1.13M | Buy |
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|
2019
Q4 | $557K | Buy |
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|
2019
Q3 | $546K | Buy |
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|
2019
Q2 | $482K | Buy |
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