CreativeOne Wealth’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.37M | Buy |
36,075
+8,768
| +32% | +$818K | 0.09% | 213 |
|
|
2025
Q1 | $1.99M | Buy |
27,307
+10,735
| +65% | +$782K | 0.06% | 309 |
|
|
2024
Q4 | $1,000K | Sell |
16,572
-12,856
| -44% | -$775K | 0.03% | 469 |
|
|
2024
Q3 | $2.21M | Buy |
29,428
+4,112
| +16% | +$309K | 0.08% | 246 |
|
|
2024
Q2 | $1.84M | Buy |
25,316
+3,989
| +19% | +$290K | 0.09% | 206 |
|
|
2024
Q1 | $1.64M | Buy |
21,327
+13,206
| +163% | +$1.02M | 0.07% | 263 |
|
|
2023
Q4 | $500K | Sell |
8,121
-295
| -4% | -$18.2K | 0.03% | 372 |
|
|
2023
Q3 | $387K | Buy |
8,416
+173
| +2% | +$7.96K | 0.03% | 389 |
|
|
2023
Q2 | $356K | Sell |
8,243
-1,242
| -13% | -$53.6K | 0.02% | 595 |
|
|
2023
Q1 | $301K | Buy |
+9,485
| New | +$301K | 0.01% | 638 |
|
|
2022
Q2 | – | Sell |
-17,498
| Closed | -$624K | – | 807 |
|
|
2022
Q1 | $624K | Buy |
17,498
+12,555
| +254% | +$448K | 0.03% | 372 |
|
|
2021
Q4 | $207K | Sell |
4,943
-3,615
| -42% | -$151K | 0.01% | 714 |
|
|
2021
Q3 | $383K | Buy |
8,558
+894
| +12% | +$40K | 0.02% | 478 |
|
|
2021
Q2 | $384K | Sell |
7,664
-3,830
| -33% | -$192K | 0.02% | 459 |
|
|
2021
Q1 | $627K | Buy |
11,494
+3,119
| +37% | +$170K | 0.05% | 291 |
|
|
2020
Q4 | $427K | Buy |
+8,375
| New | +$427K | 0.04% | 310 |
|