Dynamic Advisor Solutions’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
12,009
-932
| -7% | -$87K | 0.03% | 423 |
|
|
2025
Q1 | $943K | Buy |
+12,941
| New | +$943K | 0.03% | 436 |
|
|
2024
Q4 | – | Sell |
-14,853
| Closed | -$1.12M | – | 851 |
|
|
2024
Q3 | $1.12M | Buy |
14,853
+764
| +5% | +$57.4K | 0.03% | 421 |
|
|
2024
Q2 | $1.02M | Buy |
14,089
+857
| +6% | +$62.3K | 0.03% | 451 |
|
|
2024
Q1 | $1.02M | Buy |
13,232
+489
| +4% | +$37.6K | 0.03% | 444 |
|
|
2023
Q4 | $734K | Buy |
12,743
+395
| +3% | +$22.7K | 0.03% | 488 |
|
|
2023
Q3 | $568K | Buy |
12,348
+253
| +2% | +$11.6K | 0.03% | 481 |
|
|
2023
Q2 | $522K | Sell |
12,095
-1,676
| -12% | -$72.4K | 0.03% | 484 |
|
|
2023
Q1 | $437K | Sell |
13,771
-267
| -2% | -$8.46K | 0.03% | 502 |
|
|
2022
Q4 | $347K | Sell |
14,038
-1,383
| -9% | -$34.2K | 0.02% | 524 |
|
|
2022
Q3 | $409K | Buy |
15,421
+287
| +2% | +$7.61K | 0.03% | 430 |
|
|
2022
Q2 | $310K | Sell |
15,134
-1,390
| -8% | -$28.5K | 0.02% | 518 |
|
|
2022
Q1 | $590K | Buy |
16,524
+9,459
| +134% | +$338K | 0.04% | 399 |
|
|
2021
Q4 | $296K | Sell |
7,065
-689
| -9% | -$28.9K | 0.02% | 569 |
|
|
2021
Q3 | $347K | Buy |
7,754
+2,075
| +37% | +$92.9K | 0.03% | 537 |
|
|
2021
Q2 | $285K | Buy |
5,679
+483
| +9% | +$24.2K | 0.02% | 555 |
|
|
2021
Q1 | $283K | Buy |
+5,196
| New | +$283K | 0.03% | 513 |
|